Your company name on estimate and portal documents

Documents your customers see — the public estimate view and the portal document view — now display your business name instead of a placeholder.

Before you start

Make sure your business name is set in your account profile.

Steps

1. Open a customer-facing estimate link or the customer portal document view.
2. Review the company name shown at the top of the document.

Result / verify

The document shows your business name. If it appears blank, add your business name in your account profile and reload.