Organisation and documents
Keep the company details, brand, numbering and terms that every quote and order carries.
Updated 10 November 2026
On this page
- Why
- A quote is your document: it should carry your name, your logo, your numbers and your terms.
- How
- Open Settings, then Organisation. The numbering and the terms are under Documents in the panel and under the Templates tab on the Settings pages.
Company and brand
| Setting | What it does |
|---|---|
| Name, address and company details | Printed on your documents: the registration number, phone, website and reply address included. |
| VAT number and rate, currency | The VAT and the currency a new quote starts from. |
| Default terms | The terms a new quote carries when no terms template applies. |
| Logo | A PNG, JPEG or WebP up to 1 MB. SVG is not accepted, because the PDF renderer cannot place one. Without a logo your organisation's name is shown. |
| Brand colour | A six digit hex colour used on your quote PDFs, your customers' quote page and your emails. Empty means Kabaido's default styling. |
Document numbers
Set the prefix for quotes and for orders, the width of the number (3 to 8 digits) and whether the two digit year is stamped into every number. A change applies to the next document; numbers already issued never change.
Terms templates
A terms template is a named block of terms for quotes. The one marked as default prefills every new quote; pin a different template to a customer and their quotes use that instead. Quotes already written keep the terms they were saved with.
Customer fields
On the Settings pages, the Customer fields tab adds your own fields to every customer record. Archiving a field takes it off the record and keeps what was filled in, so restoring it brings the answers back. See Customers.
Deleting the organisation
Where Organisation shows a Danger zone, the owner can delete the organisation by typing its name to confirm. Where it does not, Kabaido closes the workspace for you: an owner emails hello@kabaido.com. See data export and deletion.
Related
- Documents and numberingKnow which documents Kabaido renders for a quote and an order, how they carry your brand and how each one is numbered.
- Customers and contactsKeep one record for each customer with its contacts, addresses, terms and agreed prices, loaded by hand or from a CSV.
- The settings sectionsKnow where Settings opens, what each section holds and who can open it.