Managing and using Sender Companies
Sender Companies let you define company profiles that appear as the sender on your quotes. Each profile stores company information, like name, address, and logo. If your organization operates under multiple brands, regions, or legal entities, you can create distinct profiles and choose which one appears on each quote.
Accessing Sender Companies
Navigate to Settings > Sender Companies.
Creating a Sender Company profile
- Click Create Sender Company.
- Fill in the fields:
- Name (required) — a label for internal reference, e.g., "US Entity" or "EU Entity."
- Company Name — the legal or display name shown on quotes.
- Company Domain — your company website.
- Company Logo URL — a URL to your logo image. A preview appears below the field.
- Address fields — street address, city, state, zip, and country.
- Click Create. Your first profile is automatically set as the default.
Editing and Deleting Sender Company profiles
- Click Edit on any profile card to update its details.
- Click Delete to remove a profile. You cannot delete the default profile — set another profile as default.
Setting the Default profile
Click Set as Default on any non-default profile. The default profile is used automatically when sales reps create new quotes.
How Sender Companies Work in the Quote Builder
When a sales rep creates a quote, Quotivity populates the quote's sender company fields (name, domain, logo, and full address) from the default sender company. The rep does not need to select an profile manually — the default is applied automatically.
If quote rules with a "Set Sender Company" outcome are configured (see the companion article), those rules can override the default profile based on deal or quote conditions.
Plan Limitations
- Pro plan: You can create and manage one sender company.
- Enterprise plan: Unlimited sender companies. Create as many profiles as your organization needs.
All plans can edit and update their existing company. The limitation only applies to creating additional entities.