Company Settings & Branding
Comprehensive company settings centralize all configuration for branding, banking, taxation, and authorization. Configure company profile (logo, address, contact), multiple bank accounts for different currencies or divisions, letterhead templates, tax types (GST, VAT, sales tax), and authorized signatories. One-time setup applies across all documents automatically.
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Unlimited
Bank Accounts
Once
Set Up, Always Applied
Letterhead
On Every Document
Key Benefits
See how Company Settings & Branding can help streamline your business operations.
Feature Highlights
Discover the powerful capabilities of Company Settings & Branding.
Company Profile
Company name, logo upload, registered address, GST/Tax ID, PAN, CIN/registration number, phone, email, website, and social media links applied to all document letterheads and footers.
Bank Accounts
Unlimited bank accounts with beneficiary name, bank name, account number, IFSC/SWIFT code, branch, and currency support for INR, USD, EUR, etc., selectable per document for payment instructions.
Letterhead Management
Upload multiple letterhead templates (e.g., formal letterhead for invoices, simplified header for internal documents) and configure which template applies to which document type for branding flexibility.
Tax Configuration
Define tax types (GST @ 18%, IGST @ 18%, VAT @ 5%, sales tax @ 7%, etc.), tax applicability rules, and default tax rates for automatic tax calculation on line items across all document types.
Signatories
Configure authorized signatories — name, designation, and signature — and assign the right signer to each document type, so approved documents carry the correct authorization automatically.
Document Series
Set the numbering series per document type — prefix, starting number, and yearly reset (e.g., QT-2026-001, INV-2026-001) — for sequential, gap-free, audit-friendly numbering that finance and auditors can rely on.
Why Choose ZapsDocs Over Manual Document Setup
| Aspect | ZapsDocs | Manual Document Setup |
|---|---|---|
| Company Branding | Configure logo and address once, auto-applies to all PDFs | Manually insert company logo and address in each document template |
| Bank Details | Select from configured accounts, auto-populates payment instructions | Copy-paste bank details or maintain separate text file for reference |
| Tax Rates | Define tax types once, dropdown selection on all documents | Manually enter tax rate (18%, 5%, etc.) on every line item |
| Update Propagation | Change address once, future documents reflect new address immediately | Update multiple Word/Excel templates individually when details change |
Real-World Use Cases
Multi-Bank Payment Routing
CFO Managing USD and INR Collections Separately
A company maintains separate bank accounts for INR domestic collections (ICICI Bank INR account) and USD export collections (HDFC Bank USD account). ZapsDocs allows configuring both bank accounts in company settings. When billing an Indian customer, the invoice auto-shows ICICI INR account details. When billing a US customer, the invoice auto-shows HDFC USD account details with SWIFT code, ensuring payments route to the correct account without manual editing.
Address Change Propagation
Admin Updating Company Address After Office Relocation
A company relocates to a new office and needs to update the address on all documents. Instead of editing 16 different Word templates, the admin updates the registered address in ZapsDocs company settings once. All future quotations, invoices, offer letters, and agreements automatically display the new address on letterheads, ensuring immediate compliance with legal requirements for correct address display.
Company Settings & Branding FAQs
Can I manage multiple companies in one account?
Yes. The multi-entity module supports managing multiple companies under a single account — switch between companies, each with separate documents, but a shared user login.
Can I add multiple GST numbers?
Yes (for businesses with multiple state registrations). Add GSTIN for each state, and select the appropriate one per document based on customer location.
What happens if I change my company name or logo?
Changes apply to new documents only. Previously generated PDFs remain unchanged to maintain document integrity and audit compliance.
Ready to get started?
Try Company Settings & Branding and all our other features — configurable to your business requirements.
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