branding settings
Agency Branding Settings
Customize your agency's visual identity and email communications.
Overview
The Branding Settings page allows you to personalize how your agency appears to customers through documents, emails, and reports.
Tabs
Branding Tab
Logo Upload
- Upload your company logo
- Appears on invoices, PDFs, and emails
- Supported formats: PNG, JPG, WebP, GIF
- Maximum file size: 2MB
- Maximum dimensions: 2000×2000px
Brand Colors
- Primary Color: Main brand color for buttons, links, headers
- Secondary Color: Accent color for highlights, borders
- Accent Color: Additional highlights for CTAs and badges
Quick Presets Pre-designed color schemes:
- Professional Blue
- Modern Green
- Classic Gray
- Bold Red
- Royal Purple
Email Configuration
- From Email: Default sender email address
- From Name: Display name for emails
- Website URL: Linked in email footers
Email Signature Professional email signature with:
- Your name and title
- Contact information
- Legal disclaimers
- HTML supported
Footer Text Custom footer text for all emails:
- Legal disclaimers
- Unsubscribe instructions
- Additional information
Toggle Options
- Use brand colors in emails
- Include social media links
Preferences Tab
Email Theme Style Choose email layout:
- Default Professional
- Modern Minimalist
- Classic Traditional
- Ultra Minimal
- Corporate Enterprise
Layout Preferences
- Email width (400-800px)
- Content padding
Contact Information Display Toggle visibility of:
- Phone number
- Email address
- Business address
- Website link
- Social media links
Advanced Options
- Enable email tracking
- Include unsubscribe link
Templates Tab
Coming Soon: Custom email templates
Preview Tab
Coming Soon: Live preview of branded emails