1
Open account settings
From the dashboard, click the profile icon in the lower-left corner and select Settings.
How to Whitelabel QuoteCloud (Remove QuoteCloud Logo and use your own Logo)
Discover how to whitelabel your QuoteCloud account by removing default branding and replacing it with your own company logo. This guide walks you through the steps to customise your branding, helping you present a professional and consistent image to your clients.
Updating Your Company Logo in Emails and Document Views
Learn how to upload or replace your company logo and configure white labeling settings so your branding appears correctly in both document viewers and recipient emails.
Steps to update your company logo
2
Open Details & Branding
In the Company Settings area, navigate to the Details & Branding tab.
3
Upload a new company logo
In the Company Logo section, click the Upload Logo panel and select your company logo file from local storage.
4
Replace an existing logo
If a logo already exists, hover over the current logo and click the Change icon beside the delete option to replace it.
5
Review White Labeling settings
Under White Labeling (logos), configure how logos appear in customer-facing areas and email correspondence.
6
Hide QuoteCloud logos globally
Enable the option to hide all QuoteCloud logos from both the document viewer and customer email correspondence.
7
Configure document viewer branding
Use the document viewer logo option to remove the QuoteCloud logo from the document viewer while displaying your company branding instead.
8
Configure email branding
Enable the email correspondence option to remove QuoteCloud branding from recipient emails and display your uploaded company logo.
9
Verify the logo in the document viewer
Open a document in the document viewer and confirm that your company logo appears in the top navigation area before the document title.
10
Verify the logo in recipient emails
Send a test document email and confirm that your company logo appears at the top of the email content received by recipients.
Frequently Asked Questions
Will white labeling change the appearance of my proposals and quotes?
Yes. White labeling removes QuoteCloud’s default branding from client-facing materials and replaces it with your company logo and chosen branding. Your proposals, quotes and document viewer will display your organisation’s identity so clients see your brand, not QuoteCloud’s.
What are the main benefits of white labeling QuoteCloud?
White labeling delivers a consistent, professional brand experience across proposals, quotes and email communications. It strengthens brand recognition and customer trust by ensuring all client-facing documents and messages reflect your company identity rather than the platform’s default branding.
Is the QuoteCloud brand used extensively in the user interface?
No. QuoteCloud’s own branding is minimal — it typically appears discreetly in the top-left of the Document Viewer and in email headers that link clients to documents. When you enable white labeling you can replace or hide these elements so your brand is front and centre.
How do I white label my QuoteCloud account (step‑by‑step)?
Open your account’s Company or Branding settings (often labelled “Branding” or “WhiteLabel”), and upload your company logo. Configure theme colours and any custom header/footer settings, then save. Finally, enable options to hide QuoteCloud logos from the Document Viewer and emails if available and preview a sample quote or email to confirm the appearance.
What logo formats, styling and quality should I use for best results?
Use a high-resolution logo in a common web format (PNG or JPG); a transparent PNG often works best for headers. Vector formats (SVG) are ideal where supported. Keep the image clear at typical header heights and follow any file-size limits shown in the Branding settings—higher resolution scaled down preserves sharpness.
Will white labeling affect integrations like QuickBooks Online or other connected services?
No. White labeling only changes client-facing appearance and email/document branding. Integrations such as QuickBooks Online, payment connectors, and data syncs remain functional and unchanged by branding settings.
Can I remove QuoteCloud logos from email correspondence sent to clients?
Yes. Most branding settings let you control what appears in outgoing emails. You can hide or replace the QuoteCloud logo in email headers so messages sent to clients only show your company branding and signature.
How do I revert white label changes or get help if something looks wrong?
You can usually revert to default branding from the same Branding/Company settings by restoring the default logo or disabling custom branding. If you need assistance, contact QuoteCloud support or open the Help/Support section inside your account for guided help or to request a demo.