Tutorial — Brand your workspace

Out of the box, MSPercury renders quotes and reports with neutral default chrome. Five minutes in /settings puts your logo, your color and your legal footer on everything the customer sees.

Time: about 5 minutes. You’ll end with: quote PDFs, IT Assessment reports, agreements and customer emails that carry your brand, not ours.

What “branding” covers

When you brand a workspace, it flows through to every customer-facing surface:

Quote and IT Assessment-report PDFs — logo, accent color, footer
Agreement PDFs (NDA, DPA, master service agreement)
Customer-portal emails — sent as Your MSP (via MSPercury)
The public IT Assessment landing page, if you run one

Custom branding is a Pro feature — it’s included on the Solo and Team plans. On the Free tier, PDFs render with default chrome instead of your brand.

Step 1 — Open the Branding section

Go to /settings and open the Branding section. Settings is organised into collapsible sections — tap or click Branding to expand it.

Step 2 — Upload your logo

Upload a logo file — PNG, JPEG, WebP or SVG. A square or wide horizontal logo both work; it’s placed in the PDF header and the workspace chrome.

A few practical notes:

SVG is the sharpest choice — it scales cleanly to any PDF resolution.
A logo with a transparent background sits cleanly on both light and dark surfaces.
You can remove or replace the logo any time from the same section.

Step 3 — Set your accent color

Pick your brand color. You can click a swatch from the curated palette, or type an exact hex value (e.g. #1D4ED8) into the field — a live preview shows the result as you type.

The accent color drives buttons, links and highlights in the workspace and the colored elements of your PDFs. Pick something with enough contrast that white text stays readable on it — the picker leans toward colors that do.

In the Workspace section of /settings, fill in the quote footer. This is the block of small print at the bottom of every quote PDF — payment terms, bank details, legal notes, whatever your offers need to carry. It’s free text; write it once.

While you’re in the Workspace section, set your country and tax ID — they drive the tax-ID label on the PDF footer (USt-IdNr in Germany, VAT in the EU, EIN in the US, GST/HST in Canada).

Step 5 — Set your finance defaults

In the Finance section of /settings, set:

Default VAT rate — applied to every new quote.
Default hourly rate — prefilled into the AI-effort quoting path so you don’t retype it.
Currency — the workspace currency for quotes and dashboard MRR.

These are defaults, not locks — you can override them per quote.

Step 6 — Check the result

Generate a quote (or open an existing one) and export the PDF. You should see your logo in the header, your accent color on the highlighted elements, and your footer at the bottom. From here on, every PDF the workspace produces carries the brand — you don’t repeat any of this per customer.

What’s next

Run the loop end to end: your first IT Assessment → your first quote.
Set up a public IT Assessment — it renders in your brand color too.

Common questions

Why do my PDFs still look generic? Branding is a Pro feature. On the Free tier, PDFs render with default chrome. Upgrade to Solo or Team to unlock it.
Can each customer see a different brand? No — branding is per workspace. Every customer of yours sees the same (your) brand.
My logo looks blurry in the PDF. Upload an SVG, or a PNG at least 512 px on its longest edge. WeasyPrint renders PDFs at print resolution and a small raster logo will show it.