Company settings
Content owner: Quote Control product. Last reviewed: 3 October 2026.
Company administrators manage bounded settings under Administration. The
settings sidebar separates Company profile at /admin/company-profile from
Company settings at /admin/company-settings. These settings tailor one
isolated deployment without weakening security or approval authority.
Save the company profile
Section titled “Save the company profile”- Open Company profile. Enter the display and legal names, company and VAT numbers, contact details and postal address.
- Choose Save company profile.
- Use Upload logo, Replace logo or Remove logo to maintain the customer-document logo separately.
The display name is required. Other identity fields can remain empty when they do not apply to the company.
Publish company settings
Section titled “Publish company settings”Open Company settings to manage operational preferences and quotation numbering. Review and publish these settings as one versioned decision.
Operational preferences
Section titled “Operational preferences”| Setting | Effect |
|---|---|
| Business timezone | Controls business-date calculations and the timezone used for displayed audit events. |
| Validity and Unit | Set the customer-validity period from the issued date in days or months. |
| Expiry warning days | Sets when the Timeline identifies a quotation approaching expiry. |
| Quotation visibility | Uses Shared company visibility or Owner-only estimator visibility. Administrators retain company oversight. |
| Use an external quotation reference | Adds the configured external-reference field to quotation preparation and customer PDFs. |
| Require the external reference before submission | Blocks submission until the enabled external-reference field contains a value. Draft saving remains available. |
| External reference label | Replaces the generic external-reference label with the company’s approved term. |
| Normal hours label and Out-of-hours label | Names the two working-hours categories used by labour rates. |
| Available modules | Controls Timeline, Orders and Knowledge availability. See Visibility and modules below. |
| Terminology glossary | Supplies optional term = preferred wording mappings below Quote Control’s scope-suggestion safety rules. |
| Parts research | Sets the default-off policy for future optional parts research, including permitted sources, depth, outputs and attempt limit. |
Publish operational preferences
Section titled “Publish operational preferences”- Review every section under Company settings.
- Enter one terminology mapping per line only when the company has an approved preferred term.
- Confirm the quotation-visibility and module choices with the company owner.
- Choose Publish settings version n.
If Quote Control reports that the current settings changed, choose Reload current settings, compare the newer values and then make a new decision.
The external reference can be optional or required. It can only be required when the field is enabled. The quotation uses the requirement in its preference version; see Effect on existing work.
Set a parts-research policy
Section titled “Set a parts-research policy”Parts research is off by default. An Administrator can publish the default source, default and maximum profile, optional outputs and a monthly attempt limit. The policy can permit company-catalogue facts, public-web research, or both. Administrators can also decide whether an Estimator may select a different profile within the published maximum.
Publishing a policy controls future optional research. It does not start a run, accept a candidate, set a quotation price or alter accepted public evidence and historical snapshots. A start and an evidence application recheck the current policy and allowance, so a changed policy can require the preparer to refresh and review the setup.
Quotation numbering
Section titled “Quotation numbering”Before the first quotation, set:
- Prefix, such as a company-approved quotation prefix or an empty value;
- Padding, which controls leading zeroes;
- Starting sequence;
- Reset cadence of annual or never; and
- Reuse deleted unissued draft numbers.
Numbering locks after the first quotation. Structural changes then require a reviewed migration so existing customer documents and references remain coherent.
Visibility and modules
Section titled “Visibility and modules”Shared visibility lets authenticated users see the company quotation portfolio, subject to their workflow authority. Owner-only restricts estimator views to their own work while administrators retain company oversight. Neither setting grants editing authority. Read the role and visibility matrix for the ownership, independent-approval and Administration boundaries that continue to apply.
Disabled modules disappear from navigation and cannot be opened by URL. Timeline and Orders also enforce their module setting on server requests. Knowledge uses static reference content; hiding it cannot remove content already downloaded by a browser. Keep Knowledge off while its trade-specific content remains paused. Read Knowledge availability for loading, failed requests and how other open sessions observe a change.
Turning a module off does not delete its data.
Manage company classifications and customer wording separately under Work types and caveats.
Effect on existing work
Section titled “Effect on existing work”Saving the company profile changes the identity used by future quotation PDFs. Existing issued PDFs remain unchanged. Order handover PDFs regenerate on each download using the current company display name, logo and business timezone. The pinned checklist version, recorded responses and sign-offs remain unchanged.
Publishing operational preferences creates a new policy version. A draft revision that has never been submitted uses the active version. A previously submitted revision retains the version used for its checks, including when a checker returns it for correction. Starting a new revision uses the active version. Read how controls stay with the revision.
Module availability follows the boundaries described above; disabling a module does not delete its existing data. Changing visibility changes who can view current company work, subject to role and workflow authority.