Store reusable branding presets in your Templates & Data library, and apply them to call sheets and exports across your projects. A preset holds a company name, a logo, and your branding details.
Branding presets are available on paid plans. On the Free plan, the Branding tab shows an upgrade option instead of the preset list.
Before you begin
Learn how the library works. See What is Templates & Data.
Add a branding preset
In the top-right corner, select your account icon, and then select Templates & Data.
Go to the Customization section, and then open the Branding tab.
Select Add New.
Enter a preset name.
Add your company name and logo, and set your branding details.
Select Save.
The preset appears in the list and is available to apply across your projects.
Note: Editing a branding preset does not change projects that already use it.
Edit or delete
To edit a preset, select the pencil icon next to it.
To delete a preset, select the trash icon next to it, and then confirm.
What to do next
Apply a branding preset to a project. See Reuse saved data in a project.