Quoter settings overview
Learn how to configure default settings for your quotes. Topics covered include uploading a logo, setting your account timezone, attaching global PDF documents to quotes, configuring default quote signer and contact details, setting a default quote acceptance method, and managing billing entity information — including how to set up multiple business entities with separate Stripe accounts.
Quote details settings
Logo
Upload a company logo for your quotes and invoices from Settings > Quoter settings > Quote details > Logo. When you upload your company logo, it will appear in the top right of all quotes and the top left of all invoices sent to your customers. You can customize the size of the logo by using the vertical slider to adjust.
Timezone
Edit the timezone for your account from Settings > Quoter settings, Quote details > Timezone. The timezone you choose will be used to align the start and end dates of your subscriptions.
Global quote PDF attachments
In the Global quote PDF attachments section at Settings > Quoter settings > Quote details > Global quote PDF attachments, you can upload PDF attachments to be displayed before and/or after each quote by default.
To add an attachment, click Add before or Add after, depending on where you'd like your PDF to appear in relation to your quotes.
Multi-page PDFs are supported in this setting.
Global PDF attachments can be removed on individual quotes by clicking Appended/Prepended PDF > Remove at the top of the create quote page.
Tip: For terms of service, we recommend providing a link in the quote instead of attaching it as a PDF due to their evolving nature.
Quote Signer details
Add a default contact and signer for your quotes from Settings > Quoter settings > Quote details > Quote signer details. A person does not need to have a Turnstile account to be a contact or signer.
A Signer approves and signs the quote, and their name appears in the signature block of quotes.
A Contact is usually a sales contact who provided the quote. The contact's details appear in the header block of quotes.
If you would like to select a signer or contact other than the default for an individual quote, click the Sales contact or Signature name and choose from the list of saved signers/contacts or create a new signer/contact.
Quote delivery settings
Default acceptance method
From Settings > Quoter settings > Quote delivery, you can set the Default acceptance method for your quotes. Toggle on Set a default acceptance method for new quotes and select if you'd like the default acceptance method to be E-signature or a Checkout page. The default selection can be changed on individual quotes.
Billing settings
Set billing entity details from Settings > Quoter settings > Billing. Billing entity details appear on quotes and invoices and include the company name and address you bill your customers as.
Create multiple business entities
If your company has multiple business entities, you can create them by clicking the Create new entity button from Settings > Quoter settings > Billing. Your business entities will appear in a dropdown menu when you create quotes, subscriptions, and invoices.
If an entity has a separate Stripe account, you can add it by clicking the Default Stripe account dropdown. If the Stripe account does not appear, you will need to go to Settings > Integrations > Stripe and click Connect Stripe account. For more information on the Stripe integration, please review our Stripe article.