Organization owners and administrators

Company design and email templates

Add your logo, choose colors, edit message texts and preview documents safely.

What to do

Open Settings → Design & emails. Confirm the organization name before changing its company identity. These settings apply only to your organization.
Enter your company name, tagline and colors. Add approved company information and separate notes for quotes, service reports and prepared invoices. Existing signature acknowledgements, totals and tax rules are not changed.
Choose a message type: invitation, appointment confirmation, service update, report available or invoice available. Edit its subject, heading, body and footer using only the listed double-brace placeholders. Enter ordinary text; do not paste HTML.
Choose English, German, French, Spanish, Italian or Dutch before editing a template. Each language has its own subject, heading, body and footer. Use default text for this template replaces only the selected message type and language in the editor; review and save to apply it.
Select Preview email with example data. The preview uses synthetic information and does not send an email. PDF preview buttons download sample layouts. An invoice preview is clearly marked as unissued; it does not create a payable invoice.
Provide a reason and save the design. In Company logo, upload a PNG or JPEG of at most128KB, maximum2000×2000pixels and no more than two million pixels. Save other edits first. A failed or unavailable security scan leaves the old logo unchanged.
New quote and service-report versions retain the saved design and texts. Review the company information before approving or signing. Later design changes do not change old document snapshots or signed PDFs.
Use Design history to restore an earlier saved revision with a reason. Restoration creates a new revision. If another administrator saved first, reload and review the current settings before trying again.
Open Admin overview for active team roles, customer-access counts and communication readiness. Use Members and Activity log to review actual access changes.
Use Compare saved revisions to enter two revision numbers from Design history. The comparison shows changed fields side by side and indicates whether the logo changed.

Before you continue

Additional transactional email delivery is preparation only. No extra SMTP connection, recipients, messages or automatic sending are activated by saving templates. Existing sign-in, verification and recovery emails remain managed by the identity provider.

Only organization owners and administrators can change these settings. Ordinary technicians and external customer accounts cannot access the editors.

Logos are stored privately and included in new document snapshots. No remote image URL or tracking service is required. Logos with active content such as SVG are not accepted.

Final invoice issuance, tax calculations and invoice numbering remain the responsibility of the configured billing system. Company invoice text is a layout preparation, not an ERP integration promise.

Uploaded logo and older configuration revisions are retained for traceability. Restoring or removing a current logo does not erase it from historic signed evidence.

A readability warning appears when the primary color is too light on white. Choose a darker primary color; the accent color is decorative. Template languages do not change the whole application language.

Select English, Deutsch, Français, Español, Italiano or Nederlands in Template language. Each language has separate editable text. Review the preview and save a new revision; your existing custom wording is not automatically translated.

Questions and troubleshooting

My changes were rejected because the settings changed.

Another administrator saved a newer revision. Copy your unsaved text, reload and compare the latest settings before applying your changes again.

My logo was not saved.

Check file format, size and dimensions. If the scanner cannot approve the file, ask your administrator to check scanner availability; do not bypass scanning.

I do not receive the preview email.

Preview does not send. Additional transactional delivery needs a separately verified and authorized delivery connection.