Feature
Replace Docuplete's default look with your own logo and brand colors. Clients see a polished, branded experience that looks like it belongs to your firm — not a third-party tool.
Before & after
How it works
Plan comparison
Custom branding is available on Pro and above. Enterprise adds a fully custom interview domain.
| Branding feature | Starter | Pro ($249/mo) | Developer | Enterprise |
|---|---|---|---|---|
| Your logo on interview | — | ✓ | ✓ | ✓ |
| Custom brand colors | — | ✓ | ✓ | ✓ |
| Branded email notifications | — | ✓ | ✓ | ✓ |
| Applied account-wide (all packages) | — | ✓ | ✓ | ✓ |
| Custom domain (e.g. docs.yourfirm.com) | — | — | — | ✓ |
| Headless embed (full UI control) | — | — | ✓ | ✓ |
Details
Upload your logo and set your brand colors in Docuplete settings. These are applied to the client-facing interview pages and email notifications automatically.
Clients interact with an interview that looks like part of your product — not a generic third-party form. This increases completion rates and client confidence.
Custom branding applies to all document packages and sessions from your account. You don't need to configure it per package.
Enterprise plans can go further: serve client interviews from your own domain entirely — for example, documents.yourfirm.com — removing any visible Docuplete branding from the URL.
Client email notifications (session links, reminders, completion confirmations) also carry your brand — keeping the entire client experience consistent.
Developer plans can use headless interview mode to embed the interview inside their own application — for complete UI control beyond branding customization.
Industry examples
A few real-world examples of what custom branding means for firms in regulated industries.
A boutique litigation firm sends intake links to potential clients after an initial consultation. With custom branding, the interview opens with the firm's logo, uses their navy-and-gold color scheme, and sends confirmation emails from the firm's own name. Clients experience continuity — not a jarring switch to an unfamiliar third-party interface — which matters when trust is the product.
An RIA using a Developer plan embeds Docuplete's headless interview mode inside their existing client portal. The entire experience lives inside the portal's navigation, using the portal's own typography and layout. Clients never know Docuplete is involved — they simply see their advisor's branded portal asking for information and returning a signed document.
An HR software provider uses Docuplete's Enterprise plan to serve onboarding forms to 40 employer clients, each with their own logo and color scheme, all from a single Docuplete account. Each employer's employees see their employer's branding — not the HR platform's, and not Docuplete's. The custom domain feature means the URL also matches the employer's subdomain.
Frequently asked questions
Your logo appears in the header of every client-facing interview screen — the step-by-step question flow, the signature screen, and the confirmation page. It also appears in the email notifications sent to clients at session creation, reminder sends, and completion. It does not appear on the generated PDF itself (the PDF is your own document, so it contains whatever you originally designed into it).
Custom branding is applied at the account level — one logo and color scheme across all packages from your account. If you need per-package branding (for example, because you manage multiple brands or white-label for clients), the Enterprise plan's custom domain feature combined with separate Docuplete accounts is the recommended approach. Reach out to discuss multi-tenant setups.
Docuplete accepts PNG, JPG, and SVG logo uploads. SVG is recommended for the sharpest rendering at all screen sizes and resolutions. Logos display best when they are horizontal or square-ish — tall, narrow logos may be automatically constrained to fit the header dimensions.
On Pro and Developer plans, yes — the URL remains on docuplete.app. Only Enterprise plans can configure a custom interview domain so that the URL in the client's browser reflects your own domain entirely (for example, forms.yourcompany.com). If a fully white-labeled URL is a hard requirement, Enterprise is the correct plan.
Firms consistently report higher completion rates on branded interviews versus generic third-party forms. Clients are more likely to trust and complete a document flow when it visually matches the firm they hired — particularly in regulated industries like law, finance, and healthcare where a sudden switch to an unfamiliar interface can trigger hesitation. The difference is most pronounced for cold or new clients who haven't yet established strong trust with the advisor.
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