How do I change the logo?

Every quote, invoice, proof approval and order status page you send is a document with your name on it — or somebody else's. For a shop competing on being the reliable local supplier, a customer portal branded with a software vendor's logo quietly undercuts the impression you are trying to make.

What your customers actually see

Four things carry your branding, and they are the four things a customer looks at:

• Quotes. Often the first document a prospect receives from you, and frequently sat next to two competitors' quotes.
• Invoices. Goes to whoever pays — sometimes an accounts department that never speaks to you otherwise.
• Proof approvals. The page where a customer signs off artwork. Often forwarded internally to people who have never heard of your shop.
• Order status pages. The link a customer checks repeatedly while waiting.

That last one matters more than it looks. A customer checking on a school order might open that page a dozen times over two weeks. It is the most-viewed thing you send them.

Setting it up

Under Settings, upload your logo and set your colours. The logo appears on the portal header, on outgoing customer emails, and on printed and PDF documents. Colours drive buttons and headings so the portal reads as an extension of your site rather than a generic tool.

Two practical notes on the logo file:

• Use a transparent PNG or SVG. A JPG with a white background will show a white box against any coloured header.
• Horizontal marks work better than square ones. Header space is wide and short; a tall logo gets scaled down until the text is unreadable.

The favicon is worth thirty seconds

Set a favicon too. A customer with your order page open in a tab alongside fifteen others identifies it by that icon, and the default one identifies nobody.

What stays the same

Branding covers what customers see. Your internal admin panel is a working tool and is not worth theming — the people using it know where they work. Outbound email sends from your own address, so replies come to you, and the footer of customer email carries your company name and website rather than a vendor's.

Related: customer order status pages · settings.