Help Center / FAQ /
FAQ: Branding
Questions about customizing your workspace appearance and client-facing experience.
How do I add my logo?
Go to Settings > Interface and upload your logo in the branding section. Your logo will appear on your client portal, invoices, proposals, contracts, and email notifications. You can upload both a light and dark version so it looks right on any background. For more details, see Branding.
Can I use my own domain?
Yes. You can connect a custom domain so your client portal runs on something like portal.yourcompany.com instead of yourcompany.plutio.com. Go to Settings > Interface and follow the custom domain setup. You'll need to add a CNAME record with your DNS provider. Full instructions are at Custom domain.
How do I remove "Powered by Plutio"?
This is part of the white-label add-on. Once enabled, all Plutio branding is removed from your client portal, emails, and shared documents. Your clients will only see your brand. Learn more at White-label.
Can I customize what my clients see?
Yes. You control the client portal layout, the menu items visible to clients, the accent colors, and which features are accessible. You can also customize what shows on shared proposals, invoices, and contracts. Go to Settings > Interface to configure the portal, and adjust sharing options on each document individually.
How do I change my brand colors?
Go to Settings > Interface. You'll find color pickers for your primary brand color and accent color. These colors apply to your client portal, buttons, links, and email templates. Changes take effect immediately. See Branding for the full guide.
Can I customize the email templates?
Yes. Go to Settings > Notifications to edit the email templates for invoices, proposals, contracts, and other notifications. You can change the subject line, body text, and toggle which emails are sent automatically. Your logo and brand colors are applied to all outgoing emails automatically.
