Personalise the Customer Portal with your branding to make it more customer-friendly and recognisable when quotes are being authorised! In future updates, your branding will be made available for use in Word documents and emails too!

Prerequisites

  • You'll need CRM Admin rights in order to follow the steps in this article

Step 1: Go to Settings Centre

Go to the Settings Centre here and click on the Operating Company you'd like to amend branding for (note: most of our CRM users have just one here to choose from).

Step 2: Add Brand Colours & Logo

Add your brand colours as HEX codes in the Primary Colour and Accent Colour fields. Then, upload your logo (recommended size: 200px x 60px) - this should be either a .PNG or .JPG file.


Now you've set up your branding, why not visit this article to learn how to add authorisation buttons to your quotes for your customers, enabling them to visit your branded Customer Portal and effortlessly confirm the quote!

Want to learn more about optimising your Quote-to-Order Workflow? We have a whole page dedicated to it here!

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