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Make it yours

Overview

After your first quote is sent, Setell asks what your business looks like: your logo, your colour, your name. This is how your quotes show up to customers, so they look like your shop, not a generic template. Everything here is optional and takes about 30 seconds. You can change any of it later in Settings.

Before you start

  • Your logo handy (a PNG or JPG) if you have one. You don't need one to continue.
  • Optional shortcut: one old quote or invoice (PDF or Word), or your email signature. Setell reads it and fills the form for you.

Steps

  1. After you send (or skip sending) your first quote, click Continue → to reach Make it yours.
  2. Want to skip the typing? In the Start with one old quote box, upload a quote or invoice you've sent before, or paste your email signature. Setell fills in your name, address, phone, and email, and copies the layout and line items of your old quote into a starter template. Check what it found.
  3. Add your logo. Drop an image on the Company Logo box (or click browse). Setell pulls your brand colour straight from the logo and sets it for you.
  4. Pick your colour in Brand Color if you want a different one. Your logo's colours show up as suggestions.
  5. Fill in the basics: Company Name, your trade (pick a playbook card; it sets up Studio and starter templates for your kind of work), and the rest. All optional. There's an About your business box too: type a line or tap Draft with AI to expand it.
  6. Below the form: your plan, and optional connections for QuickBooks, Xero, and Microsoft 365. None of them is required to keep quoting.
  7. Click Save and go to my dashboard, or Skip for now → if you'd rather get going.

What happens next

  • Your logo and colour now appear on every quote, contract, and your customer's branded link.
  • You land on your Pipeline. See docs/quotes/pipeline.
  • Changed your mind on anything? Update it anytime in Settings.

Troubleshooting

  • The colour from my logo looks off. Your logo's top colours appear as suggestions next to Brand Color. Pick a different one, or type your own hex code.
  • My logo won't upload. Use a PNG or JPG up to 2MB. Very large files or unusual formats are skipped.
  • The old quote upload didn't find my details. Some PDFs are scanned images Setell can't read. Paste your email signature instead; that almost always works.
  • I don't have a logo yet. Skip it. Setell uses your company's first letter on your brand colour until you add one.
  • Still stuck → docs/reference/troubleshooting.

FAQ

  • Is any of this required? No. Every field is optional. Click Skip for now → and add things later.
  • Where does my brand colour come from? From your logo, automatically. You can override it.
  • Can I change my logo or colour later? Yes, anytime in Settings.
  • What's the "About your business" box for? It helps Setell match your voice when it writes quotes and emails. Optional.
  • Will my brand show up to customers? Yes, on quotes, contracts, and the link your customer opens.

Related

  • docs/getting-started/first-quote · docs/branding/letterhead · docs/deal-room/branding

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