Put your business on the client experience

Set the business name, default strip header and logo clients will recognise on their proposal or workspace.

Open Brand
Before you begin

Sign in to save your business settings. A business name is required before creating a proposal or Client Workspace.

Add your business identity

Open Brand from the sidebar. Enter the name your customers know in Brand name. Add a short business name or handle in Default strip header if you want reusable wording for new designs.

Brand settings showing the business name, default strip header and logo upload control
Your business identity is shared across the client-facing experience. View full size

Common questions

Can I set the business name while creating a client link?

Yes. If the brand name is missing, proposal and Client Workspace setup offer a quick brand step. You can revisit Brand to add a logo or refine the details later.