Sajentic lets you put your firm's identity on the prospect-facing portal and on every PDF report. Your name, logo, colors, and portal theme are available on every 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.
- Colors — primary and accent colors applied to the portal UI and the PDF report header.
Branding by plan
| Plan | Name, logo, colors, portal theme | "Powered by Sajentic" removed | Custom portal domain |
|---|---|---|---|
| Pay as you go | Yes | No | No |
| Growth | Yes | Yes | Yes |
On Growth your prospects never see Sajentic: the "Powered by Sajentic" footer is removed from your portal, your PDF reports, and the emails sent to prospects on your behalf, and your portal can run on your own domain.
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.