What is white labeling?
White labeling allows you to remove Bonsai's branding from emails that are sent to the client, as well as from web pages showing invoice templates or any other documents that the client sees.
To use Bonsai's white labeling feature you must be on the Workflow Plus Plan and manually update your white labeling settings here after you upgrade. If you prefer to experience the free version of Bonsai, consider signing up for a 2-week trial.
Customize the colors of buttons and links your clients see
You can set a custom color to be used within the client-facing UI (such as client emails, documents, forms, and client portal).
Here's how you can set up the custom color from your branding settings
Then here's how it shows up in your client-facing areas (for example, Client Portal)
Email White Labeling
We offer a few email branding updates when you have white-labeling 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.
Website White Labeling
Along with email branding, our white-labeling 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