How To Edit Your Details In PromoSoftware

In PromoSoftware you can edit your company data simply.

You can also upload a background, T&Cs and set sequentially running numbers that can then be used on products, quotes, sales, purchases and invoices.

To edit your details please follow these steps (or watch the video below).


  • Click on the My Details button in More in the navigation bar.
  • Click on the Key Details tab.
  • Click into the field that you would like to edit.
  • Change the details in the field as required.
  • Click outside the field in any white area to confirm the amend.



To set your sequential numbering please follow these steps (or watch the video below).



  • Click into the Prefix field that you would like to edit and enter the letters you would like use.
  • Click into the Starting Number field that you would like to edit and enter the next number to be used.
  • Click outside the field in any white area to confirm the amend.



To upload your document background please follow these steps (or watch the video below).



  • Prepare background as an A4 document with your details in top 4cm and bottom 2cm of the doc.
  • Have the background saved as a .jpg or .pdf file.
  • Click on the Upload Document Background button.
  • Find and select your document in the Open window and click Open button.



To upload your document T&Cs please follow these steps (or watch the video below).



  • Prepare your T&Cs as an A4 document.
  • Have the T&Cs saved as a PDF file.
  • Click on the Upload Terms & Conditions button.
  • Find and select your document in the Open window and click Open button.



PromoSoftware' custom CRM email templates lets you systematise and simplify regular communications with you customers and suppliers. PromoSoftware lets you concentrate on enjoying your business rather than drowning in admin and paperwork.


PromoSoftware - How To Edit Your Details - Video












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