Settings Hub Overview

Central Configuration Area

Open /settings to access account-wide configuration tabs.

Main tabs include:

• Layouts
• Templates
• PDFs
• Products & Pricing
• Page Settings
• Project Settings
• Tax Settings
• Email Settings

What to Configure Here

Use this hub to define reusable defaults used across your team.

Examples:

• Pricing catalogs and additional price lists
• Layout/template libraries
• Tax behavior and email template defaults
• Visibility and automation settings