Quote Management
Company Accounts
Manage your B2B accounts create companies, link them to quotes, and view all quotes per company.
1 min read
Last updated July 6, 2026
Navigate to Companies to manage your B2B accounts.
Creating a Company
Each company record includes:
- Company name
- Email address
- Phone number
- Address
- Tax ID / VAT Number
- Credit limit ($)
- VAT exempt toggle
Linking Companies to Quotes
From the Edit Quote page, use the Company selector in the sidebar to assign a quote to a company. The app can also auto-detect a company by matching the customer's email or domain.
Company View
Click any company to see all quotes linked to it quote number, status, grand total, and date.
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