Fetch Company Details from Dashboard

Overview

The Fetch Company Details feature streamlines your workflow by automatically syncing your company information between the QuoteScope dashboard and add-on. Instead of manually entering your business details for each quote, this Pro-tier feature allows you to retrieve your information with a single click.

How It Works

This feature creates a seamless connection between your QuoteScope dashboard profile and the Google Sheets add-on:

1. Dashboard to Add-on Sync: Any company information and logo you've saved in your dashboard can be instantly pulled into the add-on
2. Consistent Branding: Ensures your quotes always use the most up-to-date company information
3. Time-Saving Automation: Eliminates repetitive data entry when creating new quotes

Requirements

To use this feature, you'll need:

• Pro Subscription: This feature is exclusive to organizations with a Pro-tier subscription
• API Key: A valid API key generated in your dashboard and configured in the add-on
• Saved Company Details: Information entered and saved in your organization settings

Setting Up

Step 1: Configure Your Company Profile

1. Access Organization Settings:

   • Log in to the QuoteScope dashboard
   • Navigate to Settings → General

2. Enter Your Company Information:

   • Complete all relevant fields: name, address, phone, website, email
   • Upload your company logo (PNG or JPEG format under 200KB)
   • Save your changes

Step 2: Set Up API Access

For detailed instructions on generating and configuring your API key, please refer to our Quick Start Guide - Why Register section.

Step 3: Fetch Your Details

1. Open the Settings Sidebar:

   • In Google Sheets, go to Extensions → QuoteScope → Settings

2. Use the Fetch Feature:

   • Locate the "Fetch Your Company Details" link next to the "Your Company" field
   • Click the link to retrieve your information
   • Review the retrieved details
   • Click Save to store them in your add-on settings

Benefits

• Time Efficiency: Eliminate redundant data entry across quotes
• Error Reduction: Prevent typos and inconsistencies in your company information
• Brand Consistency: Maintain a unified brand presence across all client communications
• Simplified Updates: Update your company details once in the dashboard, then pull those changes into the add-on

Troubleshooting

If you encounter issues with the fetch feature:

• Subscription Status: Verify your organization is on the Pro tier plan
• API Key Validation: Ensure your API key is current and hasn't expired
• Dashboard Information: Confirm all necessary information is saved in your dashboard profile
• Logo Requirements: Check that your logo meets the format (PNG/JPEG) and size (under 200KB) requirements

If you see an error message about needing a Pro subscription, you'll need to upgrade your account to access this feature.