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Branding & templates

Your logo, PDF templates and document styling

Upload a logo once and pick the template that suits your business.

5 min read

Uploading a logo

  1. 1Settings → Branding → Logo, then upload a PNG or SVG.
  2. 2Use a transparent PNG for the cleanest result on documents.
  3. 3Your logo appears automatically on PDFs, emails, the portal and your dashboard sidebar.

If a transparent logo shows a white block, the file itself has a white background baked in. Re-export it with transparency.

Choosing a template

Settings → Branding → PDF template lets you switch between the built-in layouts and preview each one with sample data before you commit. Use Sample data to change the fake client and line items used in previews.

Removing the QuipDesk credit

Whitelabel — removing the small QuipDesk credit from PDFs and emails — is part of the Business plan.

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