Company setup
Fill in your company details right after you sign up. Most of them appear on the quotes your client sees (name, tax ID, address, logo) or control how prices are calculated (currency, VAT, format). Set them once and every future quote will have the right header and totals.
You'll find everything under Settings in the dashboard, split into four sections. Each field below is marked (required) or (optional). Skip the optional ones if they don't apply yet.
Company Data
Information that identifies your company on quotes and documents:
- Company name (required). Appears in the quote header.
- Tax ID (optional). Shows up on the quote and helps the client raise their own invoice.
- Country (required). Affects other settings. See the tip below.
- Street, postal code, city (optional).
- Contact phone, contact email (optional). Give the client a way to reach you after they've read the quote.
The same section also holds your company logo (optional). It shows on the quote PDF and in the email with the link.
Taxes
- Are you a VAT payer? (required). A Yes/No choice that controls whether quotes show a VAT rate and gross totals. Set to Yes by default.
- Default VAT rate (required when you're a VAT payer). The starting rate for new quotes, picked from the rates valid in your country (Poland: 23%, 8%, 5%, 0%; Germany: 19%, 7%, 0%).
If you set the VAT-payer choice to No, Bulido automatically hides the VAT rate and forces the price display to net.
Quote Settings
- Default quote validity (days) (required). How many days a new quote stays valid after it's sent. Range 1–365.
Net or gross is no longer set here — Bulido decides it automatically from each client's type.
This comes with a sensible default. You don't have to touch it before your first quote, but you can tune it to your business.
Regional Settings
All fields here come with defaults that match your company's country. Override them if you need a different combination:
- Default currency: set to match your company's country.
- Date format: e.g.
DD.MM.YYYY. - Decimal separator: comma or period.
- Units: European or American.
- Time zone: Warsaw (GMT+1) or Berlin (GMT+1).
Tip: changing the country resets other settings
When you change your Country, Bulido automatically resets the VAT rate, time zone, date format, decimal separator, and units to the defaults for the new country. The default currency follows the country too, but only until you set your own. If you want Poland as your country but bill in EUR, just set the currency under Regional Settings. Bulido keeps your choice, even if you change the country later. For the other fields, override them manually after picking the country.
What's next
Once your company details are in, head to Create your first quote.
Last updated June 15, 2026