Note: whitelabeling is only available on the Workflow Plus Plan.
If you are on the Workflow Plus, you need to manually update your white labeling settings here after you upgrade to enable this feature.
What is whitelabeling?
Whitelabeling allows you to remove Bonsai's branding from emails that are sent to the client, as well as from web pages that the client sees.
We offer a few email branding updates when you have whitelabeling enabled:
- The FROM field to your clients will no longer say "via Bonsai".
- The logo can be removed or replaced with your own branding instead of Bonsai's default branding:
- The footer will say your user or company name, instead of just Bonsai. These are the email footer details required by CAN-SPAM laws.
Along with email branding, our whitelabeling also changes the branding shown to your clients on the website. Whether they're viewing one of your proposals or projects, they'll see your logo in the corner of the page.
To preview this yourself, you'll need to view the client version of an invoice/contract/proposal in incognito or a separate browser.
Also, it is important to note that you need to have a default logo uploaded in your settings for it to work properly. Without this, it will simply fall back to Bonsai's logo.
At the moment, no other parts of the email or interface can be changed, but we're always open to more ideas. If you have any feature requests, please send it along to firstname.lastname@example.org