This tutorial shows you where to find the setting in the Kwoot admin, what to modify and where to control the result on the team side or on the client side.
Before you begin, keep your establishment's actual information on hand: offer, commercial rules, conditions, customer texts or visual elements depending on the setting concerned.
Configuration steps
- In Settings > General, scroll down to the Legal Information block.
- Enter the company number, SIRET or VAT number depending on the country.
- Check that the information matches your billing company.
- Update this data before sending the first signable quotes.
Captures to follow
The screenshots below show the setting in the admin, then the places where the change may appear in the form, quote, customer portal or internal tracking.
Save, reload the public form or folder, and create a quick test. If the text, price or document is unclear to a customer, correct it before going live.
Continue setup
Start with the information visible on documents, customer portal and emails: public name, country, address, telephone, email and website.
Open → Following Set currency and threshold for full private eventThese two settings structure the entire process: the currency displayed everywhere and the number of guests from which the form switches to total private event.
Open →