Branding the Deal Room

Overview

The Deal Room is an extension of your shop, not a Setell page. Your logo, your brand color, your business details, and your legal links all show up on the link your customer opens. Set it once and every Deal Room you send looks like you.

Before you start

• Your business details filled in (name, address, phone, email).
• A logo image handy if you want one shown (optional).

What's branded

• Your logo in the header and on the quote document.
• Your brand color on the header, the accent bar, and the quote totals.
• Your business name and contact details, so the customer knows exactly who they're dealing with.
• Your legal links in the footer (privacy policy, terms, licenses).
• Setell stays out of the way — just a small "Powered by Setell" line in the footer.

Set your brand

1. Go to Settings and find your business profile (name, logo, brand color, contact details).
2. Upload your logo and pick your brand color.
3. Save. Open any Deal Room link to see your branding applied.

Your brand color is used automatically and kept legible — light text on dark colors, dark text on light ones — so any color you pick still reads clearly.

Add legal links

1. In Settings → Legal Links, add up to 5 links (privacy policy, terms, licenses).
2. They appear in the Deal Room footer and at the bottom of every quote email.
3. If you label one "Terms" (or similar), the Deal Room also shows a handy "Read the full terms" shortcut next to the quote's terms section.

Per-job feature overrides

The Deal Room shows tabs based on what each job needs. You set sensible defaults for all jobs, then flip features for a single job when it's different.

• Defaults for all jobs: Settings → Customer Portal, where you turn on Customer Chat (Pro), E-Signature (Pro), and Invoice & collect payment with Stripe.
• For one job: open the job → Portal Options → toggle Customer Chat, E-Signature, or Payments for that job only.

A per-job toggle wins over the default. So you can keep e-signature off by default and turn it on just for a big contract — without changing anything else.

What happens next

• Every new Deal Room you send picks up your current branding automatically.
• Change your logo or color later and it applies to Deal Rooms going forward.
• Feature toggles take effect on the next page load of the customer's link.

Troubleshooting

• My logo isn't showing. Confirm it uploaded and saved in Settings, then reopen the Deal Room link. Very large image files can fail — try a smaller version.
• My brand color looks wrong / text is hard to read. Setell keeps text legible automatically, but if a color feels off, try a slightly darker or lighter shade and save again.
• A legal link didn't appear. Make sure both the label and a full URL (starting with https://) are filled in, and that you're under the 5-link limit.
• A feature is showing on a job I didn't want it on. Check Portal Options on that job — a per-job toggle overrides your Settings default.
• Still stuck → docs/reference/troubleshooting.

FAQ

• Can I have a different look per customer? Branding is one set for your business; what changes per job is which features (chat, e-sign, payments) are on.
• Do my changes affect Deal Rooms I already sent? Branding updates show on the live link when it's reloaded. Feature toggles apply on the next load too.
• Is there a Setell logo on it? Only a small "Powered by Setell" line in the footer — the page reads as yours.
• How many legal links can I add? Up to 5.

Related

docs/deal-room/overview · docs/branding/letterhead · docs/branding/legal-links · docs/deal-room/chat

Ready to try it on your own quotes?

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