Settings

The workspace name and Require approval before sending, saved with Save changes. Only admins can change them; other members see the current values.

Turning on approval needs a plan that includes the approval workflow. See Proposals.

Under Your brand on proposals, admins upload or remove the workspace logo (PNG, SVG, JPEG or WebP, up to 2 MB) and set a Brand colour in the form #rrggbb.

The logo and the brand colour appear on the proposals your clients open. The colour is drawn as a thin accent rule at the top of the proposal; without a colour of your own, no accent is shown.

Custom domain is also on this tab. See Custom domains.

Lists the workspace's members. Admins add members, change roles and remove members here, and the tab shows what each role can do. See Team.

This tab describes what Declario tells you; it has no switches.

In-app notifications appear in the workspace's notifications panel when:

• a client opens a proposal for the first time;
• a client signs or declines a proposal;
• a proposal is submitted for approval;
• a proposal is approved, or changes are requested.

Every member of the workspace sees the same notifications, and marking one as read marks it for everyone. Declario also emails the proposal's creator when a client first opens, signs or declines it; these emails cannot be switched off yet.

Create and edit follow-up sequences, and see the variables you can use in them. See Follow-ups.

Slack, webhooks and HubSpot, grouped as connected, available and not on your plan, followed by integrations that are coming soon. See Integrations.

Your plan and its status, usage against your plan's limits, plan selection with Paddle checkout and, once you subscribe, Manage billing. Only admins can choose a plan or open the billing portal. See Billing.