Branding settings

4 min readUpdated 31 Oct 2026Advanced

Find Branding controls by asset, including which values are shared and which affect one page. The page covers 8 customer-facing assets.

Start with Set up your brand kit for the main setup sequence. This reference helps you locate a particular field.

Before you start

Branding needs Manage shop settings. Saving product-page storefront styling also needs Manage order and quote settings.

The page edits the same settings used by Business details, customer-page controls, Online store styling, PDF themes and email settings. These are shared settings, not independent copies.

One Save bar covers the Branding draft. Check the affected previews before saving a shared field.

Header and brand kit

Branding All assets with a preview of every asset — Click a preview to open that asset's editor.

Control	Effect
Brand picker	Selects the brand when grouping is enabled. Save or discard changes before switching.
Update from theme	Compares available theme values and lets you choose which to copy.
Apply this look to all assets	Copies supported look settings to selected assets. Email drafts still need publishing.
Logo	Uses one uploaded image framed as a logo and square mark.
Logo position	Left, Center or Right on supported assets; each keeps its own position.
Brand colour	Shared brand color, used according to the asset's help.
Accent colour	Shared accent where the asset supports it.
Store name	Required store identity.
Slogan	Optional shared wording.

All assets shows previews from the current draft. Open a card for its editor or use Open in new tab for a temporary sample preview.

Portal and request pages start with a left-aligned logo; POS receipt starts centered. Quote PDF, signing and emails control placement through their document or header design.

Quote PDF

Document tabs are Sales order, Invoice, Purchase order and Spec sheet. Quotes, orders and signing use the Sales order theme.

Design field	Choices or purpose
Heading font	Document heading typeface.
Body font	Document body typeface.
Heading emphasis	Regular, Semibold, Bold.
Text size	Small, Medium, Large.
Spacing	Compact, Regular, Wide.
Reset design settings	Returns the design controls to their defaults.

After Design, the editor includes Document blocks and Lines. For Spec sheet, the line section is Product information.

Document blocks and Lines follow further down; the preview updates as you change them.

Brand color applies to headings and section bands. Accent color is not used on PDFs.

PDF-theme controls are unavailable when that feature is not enabled. See Quote and order PDFs for document use.

Customer portal and request pages

These 3 assets share fonts, corners, buttons, background and customer-page CSS. Their content and logo positions remain separate.

Field	Asset and limit
Fonts	Shared customer-page font choice.
Corners	Square, Rounded or Pill.
Buttons	Filled or Outline.
Background	A light color that preserves 4.5:1 contrast for the portal's gray text.
Footer message	Portal account page; 500 characters.
Show your store's header and footer	Quote-request and Request sent pages.
Thank-you message	Request sent page; 300 characters.
Custom CSS	Shared across all 3 pages; 20 KB.
Logo position	Each page independently; initially Left.

For setup, see Style customer pages. Portal availability is controlled separately under Customers settings.

Emails

The Emails asset contains email groups, template rows, publication badges, New group, New template and Default email theme.

Use Edit and publish emails for changes and publication. Email templates and brands covers reusable and brand-specific designs.

Emails use the shared logo and brand color. Applying a look does not publish a template automatically.

Signing page

Field	Effect
Same as the Quote PDF	Uses the Sales order theme when on, or customer-page fonts around the document when off.
Buttons	Sets the surrounding signing controls' appearance.
Agreement line	Adds up to 200 characters before the standard agreement, which remains.

The displayed document remains the Sales order PDF. Its logo placement belongs to that document's theme.

Product page and pop-up

Field	Choices or limit
Corners	Square, Rounded, Pill.
Buttons	Filled, Outline.
Swatch size	Small, Medium, Large.
Selected ring	Thin or Thick.
Gap	Tight, Normal, Roomy.
Pop-up title	Up to 60 characters.

Product-page fonts and text color come from the theme. Online store's explicit accent takes precedence over the shared brand color.

Use Style the options block for the related fields, CSS and theme hooks.

POS receipt

Field	Effect
Receipt text	Up to 2,000 characters, printed below the total when the location has no terms of its own.
QR code	Portal link or None. Portal link needs customer portal access enabled.
Logo position	Left, Center or Right; initially Center.
Logo	Prints in black. A location-specific logo takes precedence.

See POS receipts for printing and location-specific behavior.

If something goes wrong

Brand picker is greyed out

Save or discard current changes first.

Quote PDF controls are greyed out

Read the PDF-theme availability reason.

Portal link is unavailable for the QR code

Enable customer access under SettingsCustomersPortal access.

Receipt settings could not be loaded

Choose Try again.

A background is refused

Choose a lighter color that meets the text-contrast requirement.