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Branding your Quickli

How to update your Quickli screen with your branding

Written by Jimmy Hyde

*This feature is only available on Quickli Pro

Quickli's branding feature allows you to control the image, colours and branding of:

Branding is now included as part of the Quickli Pro plan, so there is no additional cost for the Branding feature if your organisation is already subscribed to Quickli Pro.

Brokers will be able to edit any text that exists on the PDFs, while support staff will need to choose a broker's information to use.

Icon, Logo and Colours

You can enter your Company Icon, Company Logo, Theme Colour (with a couple of quick links for some of the larger franchises) as shown below.

PDF Branding Settings

From there you can control any of your Quickli PDF settings, add an optional PDF Icon, and control the use of a watermarks, headers and footers.

In Quickli Example

Here's an example of what Quickli will look like once Branding is applied.

PDF Examples

Quickli Servicing PDF

Quickli Funds Position PDF

Happy Calc'ing!

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