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Documentation Index

Fetch the complete documentation index at: https://docs.sequencehq.com/llms.txt

Use this file to discover all available pages before exploring further.

Multi-entity support lets finance and revenue teams run quoting and billing for separate legal entities. Each entity keeps its own customers, quotes, billing schedules, invoices, and integrations.
Switch workspace menu showing available legal entities

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Switch workspace

Open the workspace menu in the top-left of the dashboard and select Switch workspace to move between legal entities. Customers, quotes, billing schedules, invoices, and user access stay scoped to the entity you are working in. Use this when you operate more than one legal entity or business unit that should not share billing data.
Additional entities are available at an additional cost. Reach out to the Sequence team to add more entities to your account.

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Quoting by entity

Quotes are created and managed within the active entity. Product catalog, pricing, and deal terms apply to that entity only, so sales teams issue proposals under the correct legal entity. For quote creation and lifecycle, see Create quotes.

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Billing and invoices by entity

Billing schedules, draft invoices, and sent invoices belong to the active entity. Merchant details, tax registrations, payment collection, and invoice branding apply to invoices issued from that entity. For invoice workflows, see Invoicing customers.

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Approval workflows by entity

Workflows run within the active entity. Quote approvals, contract intake, and other review steps route to the right team for that entity. Tasks in Watchtower only include work for the entity you are signed into.

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ERP and accounting sync

Connect each entity to the accounting or ERP instance it should use. Entities can sync to separate instances, such as different Xero organizations or QuickBooks companies, or share one instance when your finance setup allows. For supported accounting integrations and sync behavior, see Accounting and ERP overview.

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Switch environment

Select Switch environment to move between sandbox and production. Use sandbox to test quoting, billing runs, and integrations. Use production for live customer billing.
Sandbox: https://dashboard.sandbox.sequencehq.com
Production: https://dashboard.sequencehq.com
For rollout steps, see Onboarding.

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Entity settings

Open Settings from the workspace menu to configure merchant details, tax registrations, payment collection, and invoice branding for the active entity. Integrations that depend on merchant address or currency use these settings.

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Access across entities

Roles & permissions control what users can see and do within each workspace. Assign roles per workspace so teams only access the entities they need.