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 - Show your logo in the header
• Estimate emails - Show your logo in the header
• Purchase order emails - Show your logo in the header when sending to suppliers
• Quote request emails - Suppliers see your contractor branding instead of BlueClerk branding
• PO approval emails - Suppliers see your contractor branding when you approve orders

What Branded Emails Include

Header

• Your company logo - Displayed prominently at the top
• BlueClerk branding removed - Your brand takes center stage

Footer

• Small attribution - "Sent by [Your Company] via BlueClerk" in small text
• Professional appearance - Clean, simple footer design

Purchase Order Branding

Quote Requests

When you send a purchase order quote request to a supplier:

• Your logo appears in the email header instead of BlueClerk's logo
• The supplier sees your company name as the sender
• Footer attribution shows "Powered by BlueClerk" in small text
• Professional impression - Suppliers see your brand, not BlueClerk's

Approval Emails

When you approve a purchase order:

• Your logo appears in the email header
• Supplier sees your contractor branding throughout the email
• Consistent brand experience across all PO communications

Tips

• Use a square or rectangular logo - Works best in email headers
• High resolution recommended - 500px width minimum for crisp display
• PNG with transparent background - Looks best across all email clients
• Set your primary color - Used for buttons and accents in emails

Questions

Q: Will my logo appear on all emails automatically? A: Yes - once uploaded, your logo appears on all invoice, estimate, and purchase order emails sent to customers and suppliers.

Q: Can I remove the BlueClerk attribution? A: The small "Sent via BlueClerk" footer attribution is required, but it's subtle and doesn't distract from your branding.

Q: What if I don't upload a logo? A: Emails will use the standard BlueClerk branding with the BlueClerk logo in the header.

Q: Does this work for purchase order emails too? A: Yes - suppliers see your contractor branding on both quote request and approval emails, creating a professional impression.