First, log in to your treezi web account.
You can login through here: portal.treeziapp.com
OR, through your custom URL.
When you signed up for treezi, you would have created an account and received a welcome email with your account information.
It would look something like this: yourtreecompany.treeziapp.com
Once you are logged in, click on your user profile in the upper right, and click on company settings.
Then go to your company profile:
In your company profile, you can change things like:
- Your company name
- Your company info (address, phone, main email)
- Custom website logo
- A custom logo icon for client emails (on proposals, invoices, etc.)
- Outgoing email templates
- Your Terms & Conditions
When you are done with making your changes, make sure you scroll to the bottom and save!