Step 1: Go to Settings
Click on your profile image in the top-right corner, then choose Settings.
This opens the main workspace settings where you can update:
My profile
Branding (logo, colors, and room themes)
Step 2: Update your profile
Personalizing your My profile page helps recipients recognize you when receiving or viewing documents.
In My profile, you can:
Add your profile photo (shown in Deal rooms and email widgets)
Fill in your name, title, and contact details
Add a calendar link so recipients can easily book meetings
Write a short, friendly bio that builds trust
Your profile branding appears in the sales widget of Deal rooms and emails.
Step 3: Brand your entity
From the left menu, select Branding under Entity settings.
Here you can customize how your company looks to customers.
Upload your company logo
Use SVG or PNG (under 100 KB) for best results
Recommended size: 200–300 px wide
The logo appears in the signing page, Deal rooms, and document headers
Create or edit a theme
You can either:
Click Create new theme to build one from scratch
Customize:
Theme color and button styles
Fonts and heading colors
Background color or image
Use Preview theme to see changes before saving
Themes define the look of your Deal rooms, participant lobbies, and document backgrounds.
Step 4: Customize your participant lobby
At the bottom of the branding page, you’ll find the Participant lobby preview.
Here you view the welcome page that viewers see before entering a Deal room.
Your logo and colors
A custom background image
Optional fields for name, title, or company
This ensures the first impression of your brand matches your tone and style.
Step 5: Edit section and block presets
For finer control over your Deal room design, scroll down to Section and block presets.
These presets define how your document sections look inside Deal rooms.
Click Add new preset
Choose between Transparent or Fill background
Customize:
H1 / H2 colors
Text and subheading color
Pricing table bar background and text colors
Input field colors
Divider colors
Presets are a great way to keep your Deal room visuals consistent with your brand identity.
Step 6: Save and preview
Click Preview theme to review your updates.
When you’re happy, click Save theme — and your branding will instantly appear across:
Document signing pages
Deal rooms
Sales team widgets