> ## Documentation Index
> Fetch the complete documentation index at: https://docs.financely.app/llms.txt
> Use this file to discover all available pages before exploring further.
# Organization Settings
> Configure your organization's general info, AI behaviour, billing, and data management.
# Organization Settings
Go to **Settings → Organization** to manage everything related to your workspace.
## General
**Basic information**
* **Organization name** (required) — displayed throughout the app and on invoices
* **Website** — your company's website URL
* **Description** — internal description of the organization
**Contact information**
* **Email** — organization contact email
* **Phone** — organization contact phone number
**Address**
* Street address, city, state, zip code, country — used on invoice templates where seller address is bound
Click **Save** to apply changes. A sticky save bar appears at the bottom of the page whenever you have unsaved changes.
## AI Settings
**Auto-generate proposal suggestions**
When this toggle is on, Financely automatically generates an AI proposal draft every time a new lead is created — whether it arrives from a widget submission or is added manually.
The generated proposal is placed in **Draft** status and linked to the lead. You still review and approve it before sending.
To enable: **Settings → Organization → AI Settings → Auto-generate proposals** → toggle on → Save.
AI proposal generation uses your product catalog. For the best results, keep your products up to date with accurate names, descriptions, and prices before turning this on.
## Duplicate organization
Available to **owners and admins** only.
Creates a full copy of your organization with:
* All invoice templates
* All workflow definitions
* All email templates
* All products
What is **not** copied:
* Users and team members
* Invoices and proposals
* Leads and contacts
* Billing subscription
This is useful for creating a staging environment or setting up a second workspace with the same configuration.
To duplicate: **Settings → Organization → General → Duplicate Organization** → confirm in the dialog.
## Billing
**Current plan**
Shows your active subscription:
* Plan name and price (e.g. Pro — €5/month)
* Status: **Active**, **Trialing**, **Past Due**, or **Cancelled**
* Next renewal date
* Whether auto-renew is on or the subscription is set to cancel
**Feature entitlements** are listed below the plan card — these show what your current plan includes.
**Subscribe**
If you're on a free plan or your trial has ended, click **Subscribe** to start a 14-day free trial. You'll be redirected to Stripe Checkout to enter payment details.
**Manage Billing**
Click **Manage Billing** to open the Stripe Customer Portal where you can:
* Update your payment method
* View invoices
* Cancel or change your subscription
**Usage tracking**
Displays your current period usage:
* Invoices created
* Templates
* Team members
* Storage (GB)
**Usage alert emails**
Toggle on to receive an email notification when you're approaching your plan limits.
## Data Management
Export or import your organization's data.
* **Export** — downloads all your organization data (contacts, products, invoices, leads, proposals, templates, workflows) as a structured file
* **Import** — upload a previously exported file to restore or migrate data
Data import overwrites existing records with matching IDs. Use with caution in production workspaces.
## Troubleshooting
Go to **Manage Billing** and update your payment method. Once a successful payment is processed, the status returns to Active automatically.
Check **Settings → Organization → AI Settings** to confirm the toggle is saved (not just switched). Also verify that the AI configuration is complete — if the AI service is misconfigured, generation will silently fail.
This feature requires Owner or Admin role. If you don't see the option, ask your organization owner to perform the duplication or to upgrade your role.