The answer to this really depends on your integration.
Non-embedded signing options
In order to customize the emails from HelloSign and add a custom logo, all you'll need is any level of the API plan.
You can do the following:
1. Upload a company logo that will appear on the email notifications and signer page on the account level
2. Create a tagline that will show up under the logo on all email notifications
3. Create a “From” field
4. Create a signature to appear in all signature request email notifications
5. Redirect signers to a custom URL after completion of a signature request
You can set this up in your account settings here: https://app.hellosign.com/home/myAccount > Business Features
See more details here: https://faq.hellosign.com/hc/en-us/articles/212521678-Branding
What if I have multiple apps and I want to customize the logo in the email for each of them?
If you have an API Platinum plan or higher, you can customize the logo on each app. You will not be able to update the tagline, “From” field or email signature, as these are set on the account level. These options are essentially tied to the API key you’re using to send out the email requests.
On any API plan (no special level needed), you are able to customize the redirect URL on each non-embedded signature request by using the signing_redirect_url
parameter. See here in our Send Signature Request endpoint: https://app.hellosign.com/api/reference#send_signature_request
**NOTE**: This does not refer to customizing the email address for the emails sent out. The email address is tied to the API key you're using. If you're looking to change the email address, you'll need to implement Embedded Requesting or oAuth.
Embedded signing options
In order to customize your signer page for embedded signing, you’ll need an API Platinum plan or higher.
With an API Platinum or higher plan, you can upload a company logo at the app level (meaning you can have different logos for each app).
There are a few ways to do this.
The first is through the API settings here: https://app.hellosign.com/home/myAccount#api. Scroll down to Api Apps and you’ll see your list of apps:
From here you can edit each app by clicking on the “Edit” button. You’ll see a page for your app:
You can upload your app logo there. Don’t forget to hit “Update Application” to save any changes!
The second way to update your API app is through the Update API App endpoint: https://app.hellosign.com/api/reference#update_api_app. Use the custom_logo_file
parameter to upload the file.
What if I want to do more to my embedded signing page, like change the colors?
In order to customize colors and remove “Powered by HelloSign”, you’ll need an API 2K or higher plan.
You can read more about whitelabeling and our other options in our API documentation here: https://app.hellosign.com/api/reference#WhiteLabeling
How can I whitelabel/brand the appended signer page?
Unfortunately, you're unable to replace the HelloSign logo or whitelabel the appended signer page at this time.
If you do not want the HelloSign logo on your signature request, we recommend placing fields on the document from any of these ways: https://faq.hellosign.com/hc/en-us/articles/360021276192-How-to-Place-Fields-Directly-on-Documents.
This avoids creating the appended signer page. The appended signer page is created ONLY if: 1) you do not have any fields on your document, AND 2) you are sending the signature request with the API.
If you have any questions, feel free to reach out directly to the API support team: apisupport@hellosign.com.
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