Agiled Docs

Branding settings help public pages, documents, and customer-facing screens feel consistent with your business.

Treat branding as part of the customer journey. A color change can affect readability on public forms, booking pages, invoices, documents, checkout, and storefront pages.

Workspace branding is configured from the general settings area. The branding tab saves the primary color and accent color used by customer-facing surfaces where the module supports workspace branding.

Update Branding

Open Settings.
Go to General.
Open the Branding tab.
Set the primary color.
Set the accent color.
Save the changes.

Use colors that match your real brand assets and remain readable on buttons, links, public pages, and finance documents.

If you do not have a formal brand guide, choose a conservative primary color with strong contrast and use the accent color sparingly. Avoid colors that make button text or links hard to read.

Before Saving

Confirm whether the change is permanent, campaign-specific, or a test. If it is temporary, record when to revert it and which public pages should be checked afterward.

Where Branding Can Appear

Brand settings can affect public pages, finance documents, templates, and customer-facing links depending on the module.

Check branding after changes in:

Public forms and booking pages.
Public invoice, estimate, and payment pages.
Storefront and checkout pages.
Document previews and signing pages.
Finance templates that use workspace colors.

Also check email templates and custom-domain public pages when your team uses branded customer links. Some customer-facing surfaces may combine workspace branding with module-specific templates.

Brand Color Checklist

Use hex colors from your real brand guide when available.
Keep contrast readable for buttons and links.
Avoid using a very light color for primary actions.
Preview a public page after saving.
Check finance and document templates separately when they have their own template theme settings.

Troubleshooting

If a page does not show the new color, refresh the page and confirm that the module supports workspace branding. Some templates also have their own theme settings, so update the template when the document or finance PDF should use a different look.

Rollout Guidance

Make branding changes before a campaign, storefront launch, or finance-template update. After saving:

Open a public form or booking page.
Preview an invoice or estimate.
Preview a document/signing page.
Open a storefront or checkout link if Commerce is enabled.
Check mobile width for button contrast and logo fit.

If the brand change is temporary, document when it should be reverted.

Before Campaigns

Before a campaign, public launch, or domain rollout, review branding on the full path a customer will use: website link, public page, email, PDF, payment page, and confirmation screen. Fix contrast and template differences before sharing links broadly.

Brand Ownership

Assign one owner for branding changes. Public forms, booking pages, finance templates, checkout pages, and documents can all reflect branding differently, so someone should review the full customer path after changes.

Recheck After Template Changes

Finance and document templates may have their own layout and theme settings. After updating workspace branding, preview at least one invoice, estimate, document, booking page, form, checkout link, and storefront when those modules are active. This catches cases where a template still uses an older logo, color, footer, or business detail.

If branding differs by campaign or business line, name templates clearly so users do not send the wrong branded document to a customer.

Customize Workspace Branding