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Your brand kit controls how quotes and Dealrooms look to your buyers — fonts, colors, button styling, content blocks, and your logo. A polished brand kit is what turns a generic quote into a document that feels unmistakably yours. Time: ~15 minutes Where it lives: the Brand Kit is a section of your business unit, not a separate page.
This guide focuses on the visual customization. For the full business unit form (legal entity, tax IDs, identifiers), see Business units.

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Before you start

You’ll need:
  • Your logo as a PNG, JPEG, WEBP, or GIF file (max 10 MB)
  • Your brand colors in hex format (for example, #0066FF)
  • Optionally, a preferred font for headings (Qwoty includes common web fonts)
If your designer maintains a brand guideline document, keep it open in a tab — you’ll copy hex codes and font names from it as you go.

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Open your brand kit

A default business unit is created automatically at sign-up. You configure its brand kit in Settings.
1

Open Settings

Open your user menu and click Settings.
2

Open Business unit

Under the Workspace section, click Business unit.
3

Open your business unit

Click your default business unit to open its configuration form.
4

Scroll to the Brand Kit section

The form has the sections General Information, Address, Brand Kit, and Identifiers. Scroll to Brand Kit to start customizing your visual identity.

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Set up live preview before you edit

Before you start changing colors and fonts, open one of your quotes in a separate browser window. As you save changes to the Brand Kit, you’ll refresh the quote window to see your updates applied in real time.
1

Open an existing quote

In a new browser window or tab, go to Project › Quote and open any draft quote. If you don’t have one yet, create a quick test quote with a single line item.
2

Position the windows side by side

Arrange the two windows so you can see both at once: the Brand Kit form on one side, the quote on the other. Split-screen view works well on a single monitor.
3

Refresh after each save

Each time you click Save in the Brand Kit, refresh the quote window. The new colors, fonts, and logo apply instantly.
This live preview workflow saves you from blindly tweaking values, saving, navigating to a quote, navigating back, and so on. You see the result of every change in seconds.

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Customize fonts and colors

The Brand Kit splits into three groups of styling: theme, buttons, and blocks. Adjust them in this order — theme first sets the foundation, buttons and blocks refine the details.

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Theme

The theme controls the base look of every quote and Dealroom page.
  • Title Font — font family for headings. Poppins is a clean, modern default. Use a font that matches your other brand materials.
  • Theme Background Color — the main page background. Most brands use white (#FFFFFF) or a very light gray.
  • Theme Text Color — the default text color. Black (#000000) or a very dark gray gives the best readability.

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Buttons

Buttons appear in the Dealroom, for example when buyers proceed to signature.
  • Button Background Color — fill color of buttons. Often your primary brand color.
  • Button Text Color — text color inside buttons. Make sure it contrasts strongly with the background.
  • Button Corner — sets the corner roundness. Choose None for sharp corners, or Light radius or Rounded for a softer feel.

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Blocks

Blocks are the content boxes that group quote line items, terms, and signatures.
  • Block Stroke — the border style around each block (None, Regular, Large)
  • Block Stroke Color — color of the border
  • Block Corner — corner roundness for blocks (None, Light, Rounded)
  • Block Shadow — drop shadow style for added depth (None, Light, Strong)
If you ever want to start over, click Reset in the Brand Kit section. Colors, typography, and block styles return to their defaults; the logo is not changed.
The logo appears at the top of every quote and Dealroom.
1

Click Upload file in the Logo section

Drag a file into the upload zone, or click Upload file to pick one from your computer.
2

Check the requirements

  • Formats: PNG, JPEG, WEBP, GIF
  • Maximum size: 10 MB
  • Recommended dimensions: max height 50 px, max width 150 px
  • Display: images render at their original size, so size your file before upload
3

Verify in your live preview

Refresh the quote window to confirm the logo renders cleanly at the top of the document. If it looks pixelated or oversized, upload a smaller, higher-resolution file.
Avoid uploading a logo larger than the recommended 50 × 150 px. Since images display at their original size, oversized files crowd the quote header and push content down.

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Save and verify

1

Click Save

At the bottom of the form, click Save to apply your Brand Kit.
2

Refresh your live preview

Switch to your quote window and refresh. All your changes — fonts, colors, logo — should appear at once.
3

Test the Dealroom view

Click Preview in the quote header to see the buyer-facing Dealroom. The Brand Kit applies there too.
Your business unit is now branded. Every new quote and Dealroom will use this look automatically.

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What’s next

You’ve customized the look. Now use it to create something real.

Send your first quote

Create your first quote and see your branding live in a Dealroom.

Business units (full reference)

Configure tax IDs, legal entity details, and external identifiers.

Templates

Link your business unit to templates so quotes inherit the branding.

Connect your CRM

Sync your customers and deals before scaling up.
Last modified on October 27, 2026