Company Settings

1. Company Name

2. Facility Information

3. Conformance Language

4. Shop Variables

5. Custom Part Attributes

6. Email Notification Settings

Company Settings

In Company Settings, you can build out your company's profile! Start by navigating to the settings page and scroll down to "Company", or click this link when signed into Paperless Parts.

1. Set Company Name

This will update the company name from the top right-hand corner of the navigation bar. 

2. Facility Information

Add your facility! Here you can set your company's logo. This will be the image all of your customers see on your Digital Quote. Next, set your facility's name and address. Set a default facility by checking the box at the bottom. 

Note - This information is very important. It will be the address from which parts are priced when considering shipping. If you ever need to change addresses, simply come here and update the information, by clicking the expansion arrows.

As you build your quotes, you can select which facility to send from. This facility and its logo will appear on the digital quote sent to your customer. At the top of the quote click change and select your facility from the drop-down. 

Click  preview to see the digital quote changes! 

3. Set your Conformance Language

This is the language that will appear on your Certificates of Conformance. You can download this certificate from the orders details page after finalizing a quote. We have filled it in for you, but feel free to update!

 4. Set your Shop Variables

This is where you can manage Markup and Overhead, as well as time frames for quotes. These percentages and times will globally populate your quoting! 

- Default Time to Quote: Default quote due date, from the time that the quote is created. Can be updated at the individual quote level. 

- Default Quote Expiration: Default quote expiration date, from the time a quote is finalized and sent out to the customer. Can be updated at the individual quote level. 

- Default Time to Complete Tasks: Default task completion date, from the time the task is assigned. Can be updated at the individual quote level.

5. Set Custom Part Attributes

Custom part attributes can be character-based (string), numerical, or True/False (boolean). These will be applied to each part when creating your quote. Can be updated at the individual quote level.

6. Email Notification Settings

If you are using our Smart RFQ Form, this setting will designate who in your shop will receive the automated notification and response to the RFQ. Click Add Email to include external non-team members to get the same email notifications (except RFQ Notification Sender).

Note. The quote-send email will be sent from the verified user who is logged in and sends/finalizes the quote. All other automated emails will be sent from the admin on the account. If the user has not verified their email address, quotes will be from noreply@digital-quote.com.

Note. The quote-send email will automatically CC the user who is logged in and sends/finalizes the quote, and auto BCC the salesperson assigned to the quote. You can review and edit these before sending out each email. 

- Quote-Send BCC Recipient: Automatically BCC this user on all quotes sent in the platform.

- Invoice BCC Recipient: Includes this user on invoice emails, which only occur when a customer pays with a credit card.

- RFQ Notification Sender: The user email address that SmartRFQ confirmation email will appear to come from when customers submit RFQs through the SmartRFQ from. Must have your email verified on the team's page in order to be able to do this. 

- RFQ Received Recipient: The user will get an email every time an RFQ is received from the Online RFQ form on your website

- Order Confirmation Recipient: The user will get CC'd on order confirmation emails which can be sent after you facilitate order in Paperless Parts, or will automatically be sent if a customer checks out themselves from the Digital Quote. You can turn off the automatic order confirmation emails on the settings page “Checkout Settings.”

- Requote Request Recipient: The user will get an email if a customer requests a requote of an expired quote.

- Payment Receipt Recipient: The user receives your payment receipts from Paperless Parts.

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