Company details

Company details are what the client sees in the header of every quote you send: name, tax ID, address, phone, email. Bulido pulls them into all your quotes and documents automatically. Fill them in once, and they show up everywhere.

Where to find company data

Open Settings in the dashboard. The Company Data section is the first one. The description reads: "Information identifying the company, visible on quotes and documents."

Fields

Company name (required). How the company name appears on the quote. Can be a formal business name or your own name if you operate as yourself.
Tax ID (optional). Appears on the quote and helps the client issue their own invoice. Leave it empty if you don't run a registered business with a tax ID.
Country (required). This choice changes other settings automatically (see Change company country and currency).
Street, postal code, city (optional). The company address; appears in the document footer.
Contact phone, contact email (optional). Give the client a way to reach you after they've looked at the quote.

The country here isn't the same as the project address. You enter the project address separately on each quote.

Editing

You edit all fields directly in the form. Save with Save changes at the bottom of the section. Bulido confirms with a success message and starts using the new data on future quotes immediately.

Note: changing company data doesn't affect quotes you've already sent. They keep the data from before the change in their PDFs (snapshot). The change only applies to new quotes and new sends.

What's next

Fields

Company name (required). How the company name appears on the quote. Can be a formal business name or your own name if you operate as yourself.

Tax ID (optional). Appears on the quote and helps the client issue their own invoice. Leave it empty if you don't run a registered business with a tax ID.

Country (required). This choice changes other settings automatically (see Change company country and currency).

Street, postal code, city (optional). The company address; appears in the document footer.

Contact phone, contact email (optional). Give the client a way to reach you after they've looked at the quote.

The country here isn't the same as the project address. You enter the project address separately on each quote.

Editing

You edit all fields directly in the form. Save with Save changes at the bottom of the section. Bulido confirms with a success message and starts using the new data on future quotes immediately.

Note: changing company data doesn't affect quotes you've already sent. They keep the data from before the change in their PDFs (snapshot). The change only applies to new quotes and new sends.