Getting Started Guide

How do I add or change my logo and color scheme?
Go to Settings cog > Company Profile > Logo & Color. Your account can only have one logo on all CRM content (Quotes, Invoices, Purchases,...
Tue, 4 Jun, 2024 at 11:09 AM
How do I update my payment details in Formitize?
To update your payment information, they can be found in Web Portal > Settings Cog > Company Profile > Payment Details. Note: this up...
Fri, 3 May, 2024 at 1:14 PM
How can I use Reminders?
Reminders are a good way to maintain communication with both Formitize Users in your account, as well as client contacts, so that everyone is aware of anyth...
Thu, 4 Apr, 2024 at 1:36 PM