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Updating your company profile on D-Tools Cloud

How to update your company profile information on D-Tools Cloud

Written by Dave Kirn

The company name and address you provided when signing up for D-Tools Cloud are displayed under "Settings > Account > Company Profile." They appear in the proposal header.

If needed, you can add more company details and show them in your proposals.

Company phone, website, and tax IDs

You can add your company phone number and website URL in the relevant fields. You can also add 2 Tax IDs for your company, and they appear on invoices generated on Cloud. The tax IDs can be alphanumeric and up to 30 characters.

You need the "Manage Tax IDs" permission, or be a member of a group that has it, to add tax IDs.

Company address

Here, you can add your company's office address.

Your company's time zone is set separately, under "Settings > Account > Regional Format" (Company Time Zone). Cloud uses it for company-wide and project calendar feeds, so make sure it matches your company's location.

Social media

In the "Social media" section, you can add links to your social media pages.

Professional licenses

In the "Professional licenses" section, you can add the licenses, license numbers, and expiration dates.

Testimonials

In the "Testimonials" section, you can add testimonials with the reviewer's name.

Awards

In the "Awards" section, you can add awards you have received, along with the page URL and details about each award.

Case studies

In the "Case studies" section, you can add case studies with their titles and thumbnails.

In the proposal, you can add social media links, licenses, testimonials, awards, and case studies to different sections.

Here is an example of how some of these sections look in the proposal.

Company calendar feed

In the "Company Calendar Feed" tile, you can create a private link that shows the whole company's schedule in Apple Calendar, Outlook Calendar, or Google Calendar. See Creating D-Tools Cloud Calendar feed URLs for who can create it and the steps.

If you are stuck on any of these steps or have questions or concerns, please don’t hesitate to contact the D-Tools Cloud Support team via chat or at cscloudteam@d-tools.com.

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