Settings and security

Your logo, brand colours and light or dark mode

Your branding shows on quotes, invoices, emails, the Client Portal and the Pulse Board. Set it in Settings, then Branding.

Import from your website

  1. Under Import from your website, enter your website address.
  2. Wrapstart reads the site and shows the colours, logos and photos it finds. Nothing changes until you pick something.
  3. Click a colour and choose Main colour or Accent colour, click Use as logo on a logo, and pick any Brand photos to keep. Photos are saved to Files, in Brand images.

Set it by hand

  • Brand Colors: your Main brand color and Accent color.
  • Logo: upload or drag in your logo. A wide logo works best, 200 to 400 pixels across.
  • Under Additional Logo Variants (Dark Mode & Square Icon), add a version of your logo for dark backgrounds and a small square icon.

Where your branding appears shows a preview of a quote, an invoice, an email and the Pulse Board. For the layout and wording of your documents, click Edit Settings under Client Document Settings.

Light or dark mode

Under Display preference, pick System preference, Light mode or Dark mode. It changes the app for you only, straight away. Customers switch their own Client Portal between light and dark.

Settings and securityBusiness info, hours and regional settingsQuotes and proposalsInvoice, Quote & Proposal settingsCustomersSet up the Client Portal
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