If you’re using e-signatures for clients or contracts, you don’t want your emails looking like they came from some random vendor. You want your logo, your colors, and your tone. If you’re using Signrequest, you can customize both the look and feel of the signing experience and the emails that go out. But the settings can feel buried, and it’s easy to overthink—or underthink—what actually matters.
This guide walks you through setting up custom branding and email notifications in Signrequest, step by step. Whether you’re a solo operator or wrangling a small team, you’ll get the right details without wading through marketing fluff.
Why bother with custom branding and emails?
Here’s the honest take: Most clients don’t care about fancy gradients or pixel-perfect emails. But they do care about trust. When your signature requests look like they came from you (and not a generic provider), people are less likely to ignore them or mark them as spam.
Custom branding is about trust and recognition. Custom emails help you sound like a human, not an automated bot. But don’t let “brand consistency” become a rabbit hole. Focus on what matters:
- Your logo and company name are front and center.
- The email content is clear and not stuffed with legalese.
- The links all point to your Signrequest process—not some generic link.
Now, let’s get into the actual setup.
Step 1: Get access to branding and email settings
First, a reality check: Not all Signrequest plans include custom branding or email templates. If you’re on the free plan, you’re out of luck—these options are locked behind a paid (Business or Enterprise) plan.
Check your plan: - Log in to Signrequest. - Click on your name or profile at the top right. - Go to “Subscription” or “Billing.” - Look for “Custom Branding” or “Custom Email Templates.”
If you don’t see these, upgrade is your only option. Don’t pay just for branding unless you’re sending a lot of signature requests; the free plan is fine for occasional use.
Step 2: Set up your custom branding
Assuming you’re on a paid plan, here’s how to actually brand your Signrequest account.
2.1: Find the branding settings
- After logging in, click your profile icon.
- Choose Team Settings or Account Settings (the wording changes depending on your plan).
- Look for a “Branding” or “Custom Branding” tab.
If you’re using Teams, branding is usually set at the team level, not the individual level.
2.2: Add your logo
- Click “Upload Logo.”
- Use a PNG or JPG. Transparent PNGs look best.
- Recommended size: 250x60 pixels (roughly). Don’t upload a giant, high-res logo; it’ll just get squished or slow down the email.
- Check how it looks in the preview. Some logos look terrible on a white background—add a little padding if yours does.
Pro tip: Don’t use a logo with lots of small text. Most signers are on mobile, and tiny details just blur out.
2.3: Set your brand color
- There’s usually a field for a hex code (like
#0057B8). - This color shows up in the Signrequest email buttons and sometimes the signing page header.
- Stick with your main brand color, but don’t pick anything too light—white or yellow buttons can be hard to see.
2.4: Add your company name and contact details
- Fill in your “Display Name.” This is what shows up as the sender in emails.
- Double-check your support or contact email. If someone replies to a signature request, this is where it goes.
What not to worry about: Fonts and deep layout customization. Signrequest doesn’t let you go wild here, and that’s fine. Don’t obsess over matching every pixel to your website.
Step 3: Customize your email notifications
Signrequest sends out several types of emails: signature requests, reminders, completed document notifications, etc. You can tweak these to sound more like you.
3.1: Find the email template settings
- In “Team Settings” or “Account Settings,” look for “Email Templates.”
- If you don’t see this, double-check your subscription. (Yes, it’s annoying.)
3.2: Edit the signature request email
- You’ll see a basic editor—usually, it’s just subject line and body text.
- Most templates have placeholders like
{{signer_name}}or{{document_name}}. Don’t delete these—Signrequest fills them in automatically. - Write a subject line that makes sense. “Signature request from [Your Company]” is clear. Don’t get cute—avoid “ACTION REQUIRED!” or all caps.
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In the body, keep it short and human. For example:
Hi {{signer_name}},
Please review and sign the attached document: {{document_name}}.
If you have any questions, just reply to this email.
Thanks, {{sender_name}}
Pro tip: Always send yourself a test email before rolling it out.
3.3: Edit reminder and completion emails
- Reminders: These nudge people who haven’t signed yet. Keep the tone polite, not naggy.
- Completion: This goes out after everyone signs. A simple “Your document is complete” works.
If you want to add links or extra instructions, keep it short. Most people just want to know what’s next.
3.4: Include your own footer or legal disclaimer
- There’s usually a spot for a custom footer. If you need a legal blurb (“This message is confidential...”), add it here.
- Don’t overload the email with disclaimers unless you have to.
Step 4: Test everything before going live
Nothing says “unprofessional” like a broken logo or a typo in your emails.
Checklist: - Send a test signature request to yourself (and a colleague). - Open the emails on both desktop and mobile. - Click through the links—do they go where you expect? - Check your logo and colors. Does it actually look like your brand, or like you just slapped a logo on top of someone else’s product? - If you set up a reply-to email, reply and make sure it lands where you want.
What to ignore: Don’t stress over tiny formatting issues. Most people just want to sign the document and move on.
Step 5: Advanced tips (if you need them)
Most people don’t need to go beyond basic branding and email tweaks. But if you want to squeeze more out of Signrequest, here’s what’s possible:
- Custom sender domain: On Enterprise plans, you can sometimes send emails from your own domain (like
sign@yourcompany.com). This requires DNS setup and is overkill for most, but it looks more polished. - Multiple brands: If you operate multiple brands or teams, check if you can set branding per team or per template. This isn’t available on all plans.
- API-driven branding: If you use the API, you can sometimes override branding settings per request. Unless you’re building your own app, don’t worry about this.
- Language customization: Change the language of emails and signing experience for non-English speakers. Useful if your clients are global.
What doesn’t work: You can’t make emails look exactly like your marketing emails. The editor is intentionally simple. If you need advanced automation, consider integrating with another email tool—but that’s a project, not a quick win.
Wrapping up: Keep it simple, iterate later
Custom branding and email tweaks in Signrequest are about looking trustworthy, not about winning design awards. Set up your logo, pick a color, write clear emails, and test it yourself. If something looks off, fix it—but don’t get stuck in the weeds.
Clients care about getting things done, not your hex codes. So set it up, send a few, and adjust if you get feedback. Most importantly, don’t let the pursuit of “perfect branding” slow you down from actually getting documents signed.
If you need more, revisit your settings after a month. Most users never look back.