> For the complete documentation index, see [llms.txt](https://doc.pleaseaskm.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://doc.pleaseaskm.com/settings/partner-account.md).

# Partner account

In this section, each partner can edit account information and set parameters on several financial, commercial and operational aspects.

## General info

This is the contact information for your main contact that communicates with the HQ of Please ask m. These contact details will not be shared or displayed.

<figure><img src="/files/F4Xy6yteB9SGwCbw99gl" alt=""><figcaption></figcaption></figure>

## Business rules

**Emails**\
With this setting you can choose if you would like m automatically to send an email when the option date of the proposal expires.

**Flags**\
Flags make sure to drag extra attention to specific cases.

**New proposal when there is a change**\
Sometimes a potential customer requests for a change after they received a proposal. With tis setting you can set rules when a new proposal is needed.

**Payment method**\
Default setting when a client did not ask for a specific payment method.

**Emplacement**\
Default setting when a client did not ask for a specific emplacement.

**Late checkout**\
Should requesting a late checkout be visible on the webform

**Ruleset for cancellation**\
These rules are set to set a default on a proposal for the option expiration date. This can be overruled on case level.

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<figure><img src="/files/Icji94EFEI4RtbkVwVCb" alt=""><figcaption></figcaption></figure>

## Billing info &#x20;

We need up-to-date information on billing. Please note that, if billing is not in order, the system could go offline.&#x20;

<figure><img src="/files/jt6KiXrmGVG9wwFIZghb" alt=""><figcaption></figcaption></figure>

## Visual settings

**Partner logo**\
Logo of your location. This logo is visible in the webform and email communication.

**Partner favicon**\
Favicon shown in the website bar.

**Form photos**\
You can select up to three images. These images will be visible as a slider in the webform and digital proposal.

**Partner color**\
Primary color is used as the header color of the email. Secundary color is used on icons in the webform.

**Font**\
This font will be visible as the webform font.

**Rounded boxes**\
This setting will set the boxed of the webform as round or straight corners.

**Intro text**\
This text will be visible as the intro of the digital proposal.

<figure><img src="/files/H8KXZAInLArvJ7dD0GJR" alt=""><figcaption></figcaption></figure>

## System settings

The processing time is the time window between receiving a new email and the automatically generated outgoing message - it counts in minutes.

<figure><img src="/files/JPZLx0mOT0Tlxsq38DnV" alt=""><figcaption></figcaption></figure>

## Email templates :couple:&#x20;

In this section, you can set the text for the email templates.

{% embed url="<https://youtu.be/7b709BcB6Ng>" %}