Creating Brand Presets

Brand presets control how your documents look — your logo, color palette, typography, and footer details. You can create multiple presets and assign them to individual documents, so everything you send out reflects your brand.

Setting Up a Brand Preset

Go to Settings in the sidebar and click the Branding tab. Click New Preset to start building one.

Each preset includes:

Logo

Upload your business logo. It appears at the top of your documents in both the web preview and the generated PDF. Supported formats are PNG, JPG, and SVG. Keep it under 2MB for best results.

Colors

There are four, each with its own job:

• Primary — the header background and the call-to-action button
• Header text — your business name in the header, and the text on that button
• Secondary — the underline beneath section headings, and the footer tint
• Accent — the accent line and the checkmark bullets

Pick colours that match your existing brand — you will see a live preview as you adjust.

Fonts

Choose a Document Font from the available selections. The one choice sets both your headings and your body text.

Hero Image

Add a hero image that appears at the top of the document, below the logo. This is a great spot for an atmospheric photo that sets the tone — a venue shot, floral arrangement, or styled shoot image.

Footer Controls

Customize what appears in the document footer:

• Tagline — a short line that appears at the bottom of every page
• Footer toggles — show or hide your logo, tagline, email, phone, website and Instagram handle
• "Powered by Gilded" — this stays on during your free trial. Once you subscribe you can turn it off here.

Assigning a Preset to a Document

When you are in the document builder, open the Brand Preset picker in the builder toolbar. Select which preset to apply. The document preview updates immediately so you can see how it looks.

You can also set a default preset in the Branding settings. Any new document you create will start with your default preset applied. You can always override it per document.

Managing Multiple Presets

If you run multiple brands or want different looks for proposals vs. contracts, create separate presets. Each one is independent — changing one does not affect documents using a different preset.

To edit an existing preset, go back to Settings > Branding, find the preset, and click Edit. Changes to a preset apply to future documents that use it. Documents you have already sent are not affected.

What Gets Branded

Brand presets apply to:

• The document preview in the builder
• The client-facing web view when they open your link
• The generated PDF download

This means your client sees a consistent, professional presentation whether they view the document in their browser or download it as a PDF.