Sajentic lets you put your firm's identity on the prospect-facing portal and on every PDF report. The level of branding available depends on your plan.
Setting up your branding
Go to Branding settings to configure:
- Firm name — appears in the portal header and in the PDF report.
- Portal welcome message — a short message shown to prospects at the top of your portal before they submit their details.
- Logo — your firm's logo, shown in the portal and PDF (paid plans).
- Colors — primary and accent colors applied to the portal UI and the PDF report header (paid plans).
Branding by plan
| Plan | Firm name | Welcome message | Logo | Colors | "Powered by Sajentic" footer removed |
|---|---|---|---|---|---|
| Free | Yes | Yes | No | No | No |
| Growth | Yes | Yes | Yes | Yes | No |
| Scale | Yes | Yes | Yes | Yes | Yes |
Scale is the full white-label plan: the "Powered by Sajentic" footer is removed from your portal, your PDF reports, and the emails sent to prospects on your behalf.
Upload a logo in PNG, JPEG, or SVG format — PNG or SVG with a transparent background gives the best results in both the portal and the PDF report.
When branding takes effect
Changes you save in Branding settings apply immediately to new portal sessions and to PDF reports generated after the save. Reports already generated are not retroactively updated.