Settings and Workspace
A tour of every settings page — what it controls and when to touch it
Everything configurable about your workspace lives under Settings. This page tells you what each section controls and when it matters, so you don't have to click through all of them to find the right switch.
Profile
Your organization identity: display name, logo, description, location, contact details, hero image and headlines for the public page, about content, and billing/legal details (address, VAT/chamber-of-commerce numbers) that appear on quotes.
Two settings here quietly shape the whole product:
- Language (English, German, Dutch) — the locale used for your internal notifications and dashboard.
- Unit system (metric or imperial) — whether dimensions display as millimeters or feet-and-inches across the configurator, submissions, and quotes. Customers entering imperial sizes can type fractions like
36 1/2or3' 6"; everything is stored consistently behind the scenes.
See Organization profile, public page, and contact leads for the public-page side.
Quotes
Defaults applied to every new quote: validity period (days), tax rate, currency, and standard terms. Set these once before your first quote — retyping the tax rate on every quote is the most common avoidable friction in new workspaces.
Materials
The colors and finishes customers pick in the configurator's Finishes step. Each material can apply to the inside face, the outside face, or both. Names here are customer-facing — "Anthracite" beats "RAL 7016" unless your customers speak RAL.
Options
Organization-level component options — the selectable upgrades (glass types, hardware, security levels, accessories) that templates can offer. Defining options at the organization level keeps them consistent across templates; see Materials, colors, and component options for how options, materials, and defaults divide the work.
Component Defaults
Baseline rules for component types across your catalog: size constraints, opening behavior, default imagery. Templates inherit from these, so fixing a constraint here fixes it everywhere — prefer this over editing the same value template by template.
Notifications
Who hears about what, and where:
- Internal emails to your team — per event: new submission, quote viewed, quote accepted, quote rejected, quote expired, new lead. Sent to your billing email by default, or to an explicit recipient list you configure here.
- Customer emails — submission confirmation and quote-expiring-soon reminders.
- WhatsApp (Essential plan and up) — instant lead alerts to one or more phone numbers.
If your team complains about either too much or too little email, this is the page.
Integrations
Three capabilities live here:
- Workflow automation (ActivePieces) — your own automation workspace, pre-provisioned. Route events to Slack, CRMs, spreadsheets, and 280+ other apps. Guide →
- API keys (Pro and up) — credentials for the developer API: CRM sync, custom scripts, live pricing write-backs. Admin-only.
- Live pricing events (Pro and up) — let your own systems adjust the prices customers see in real time. How it works →
Customer Guidance
The help texts shown inside the configurator (the info icons and guidance dialogs customers see while measuring and configuring). Override the defaults per language when your products need specific instructions — e.g., how you want openings measured.
Gallery
Portfolio photos for your public page. Real installation photos outperform stock imagery for trust — see the public-page guide for setup order.
Services
The service listings (consultation, measurement, installation, maintenance…) displayed on your public organization page.
Billing
Your subscription plan and payment management. Which features come with which plan: Plans and feature availability.
Suggested first-week order
- Profile (identity, language, unit system) → 2. Quotes (defaults) → 3. Materials + Options (catalog) → 4. Notifications (who hears what) → 5. Customer Guidance / Gallery / Services (public polish) → 6. Integrations (when the basics work).