Branded Email Templates

Overview

Branded email templates let you add your company logo, primary color, and branding to invoice, estimate, and purchase order emails sent to customers and suppliers. Customer-facing emails now display your contractor branding prominently, with a small "Sent by [Your Company] via BlueClerk" attribution in the footer. This creates a more professional appearance, reinforces your brand identity in every communication, and helps emails land in primary inboxes instead of spam folders.

Setting Up Branded Emails

Upload Your Company Logo

1. Go to Settings > Company Profile
2. Upload your company logo in the branding section
3. Set your primary color in the branding section (optional)
4. Your logo and color will automatically appear on invoice, estimate, and PO emails

How It Works

Once your logo is uploaded:

• Invoice emails include your logo in the header
• Estimate emails include your logo in the header
• Purchase order emails include your logo in the header
• Payment receipt emails include your logo
• Signature request emails include your logo
• All customer-facing emails show your branding first

Attribution Footer

All branded emails include a small footer: "Sent by [Your Company] via BlueClerk"

• Your company name is prominent in the sender display name and header
• BlueClerk attribution is subtle and appears only in the footer
• Helps with deliverability - authenticates the email source while showcasing your brand
• Builds trust - customers see both your company and the platform powering it

What Gets Branded

Customer-Facing Emails

These emails use your branding:

• Invoice emails - When sending invoices to customers
• Estimate emails - When sending quotes for approval
• Payment receipts - Automatic receipts after payments are recorded
• Signature requests - When requesting customer signatures on jobs or invoices

Supplier-Facing Emails

These emails also use your branding:

• Purchase order quote requests - When requesting quotes from suppliers
• Purchase order approval notifications - When notifying suppliers their order is approved

Email Structure

Branded emails follow this structure:

1. Header - Your company logo and primary color
2. Body - Email content (invoice details, estimate line items, PO items, etc.)
3. Call-to-action button - Styled with your primary color
4. Footer - "Sent by [Your Company] via BlueClerk" attribution

Benefits

Professional Appearance

• Consistent branding across all customer communications
• Reinforces your company identity with every email
• Looks like it came from you, not a generic service

Better Deliverability

• Increases trust with email providers and spam filters
• Clear sender attribution helps emails land in primary inboxes
• Reduces spam complaints when customers recognize your brand

Customer Trust

• Customers see your logo first - builds brand recognition
• Professional presentation increases confidence in your business
• Consistent experience from quote to invoice to payment

Tips

• Use a high-resolution logo - It will be resized to fit, so start with a clear image
• Choose a primary color that matches your brand - Used for buttons and accents
• Keep your logo simple - Complex logos may not display well in all email clients
• Test your branding - Send yourself a test invoice to see how it looks

Questions

Q: Can I customize the footer text? A: The footer attribution is standard across all emails and cannot be customized. This ensures consistent deliverability and platform authentication.

Q: Will my logo appear on all emails? A: Your logo appears on all customer and supplier-facing emails (invoices, estimates, POs, receipts, signatures). Internal notifications and admin emails do not include custom branding.

Q: What if I don't upload a logo? A: Emails will default to BlueClerk branding with a "via BlueClerk" attribution. We recommend uploading your logo for a more professional appearance.

Q: Can I remove the BlueClerk attribution? A: No, the "via BlueClerk" footer is required on all emails sent through the platform. This helps with email deliverability and spam prevention while still prominently featuring your company branding.

Q: What happens to PO emails sent to suppliers? A: Purchase order emails sent to suppliers display your company logo and branding just like customer emails. The supplier receives a professional-looking email from your company, and replies thread back to your PO conversation automatically.