Docs / Getting started

Set up your brand

Overview

The first thing Setell asks is what your business looks like — your logo, your color, 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.

Before you start

  • Your logo handy (a PNG or JPG) if you have one. You don't need one to continue.
  • Optional shortcut: a past invoice (PDF or Word) or your email signature — Setell can read it and fill the form for you.

Steps

  1. After your first sign-in you land on Set up your brand.
  2. Want to skip the typing? In the Skip the forms box, click Upload invoice (PDF / Word) or Paste signature text, and Setell fills in your name, address, phone, and email for you. Check what it found.
  3. Add your logo. Drop an image on the Company Logo box (or click browse). Setell pulls your brand color straight from the logo and sets it for you.
  4. Pick your color in Brand Color if you want a different one — your logo's colors show up as suggestions.
  5. Fill in the basics: Company Name, Industry, 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. Click Show me my templates to move on — or Skip for now → if you'd rather get going.

What happens next

  • Your logo and color now appear on every quote, contract, and your customer's branded link.
  • You move to Your templates (step 2) to make your first quote. See docs/getting-started/first-quote.
  • Changed your mind on anything? Update it anytime in Settings.

Troubleshooting

  • The color from my logo looks off. Your logo's top colors 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 invoice upload didn't find my details. Some PDFs are scanned images Setell can't read. Click Paste signature text and 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 color until you add one.
  • Still stuck → docs/reference/troubleshooting.

FAQ

  • Is any of this required? No. Every field is optional — you can click Skip for now and add things later.
  • Where does my brand color come from? From your logo, automatically. You can override it.
  • Can I change my logo or color 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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