How to Set Up White-Labeling for Your Agency

When clients receive a proposal from your agency, the experience should feel like an extension of your brand—not a third-party tool. White-labeling in Closed allows you to customise every aspect of the proposal experience, from your domain to your colours.

What is White-Labeling?

White-labeling removes all Closed branding from your proposals and replaces it with your own. This includes:

Custom domain: Proposals are hosted on your domain (e.g., proposals.youragency.com)
Your logo: Appears in the proposal header and emails
Brand colours: Buttons, links, and accents match your brand
Custom email sender: Emails come from your domain, not ours
Favicon: Browser tabs show your icon

Note: White-labeling is available on Growth and Scale plans. View pricing for details.

Step 1: Set Up Your Custom Domain

The first step is connecting your custom domain. This is where your proposals will be hosted.

Choose a subdomain: We recommend something like proposals.youragency.com or docs.youragency.com
Add DNS records: Navigate to Settings → White Label → Custom Domain. You'll see the DNS records to add to your domain provider.
Verify the domain: Once DNS propagates (usually within a few hours), click "Verify Domain" to complete setup.
Enable SSL: We automatically provision an SSL certificate for your domain. This happens automatically after verification.

DNS Records Example

Type: CNAME

Name: proposals

Value: custom.getclosed.io

Step 2: Upload Your Logo

Your logo appears in multiple places: the proposal header, notification emails, and the proposal viewer.

Go to Settings → White Label → Branding
Upload your logo (PNG or SVG, recommended size: 200x50px)
Upload a square icon for favicons (PNG, 512x512px)
Preview how it looks in both light and dark contexts

Step 3: Customise Your Colours

Match the proposal interface to your brand colours.

Primary colour: Used for buttons, links, and key UI elements
Accent colour: Used for highlights and secondary actions
Text colours: Customise heading and body text colours

Enter your hex codes or use the colour picker. Changes preview in real-time so you can see exactly how proposals will look.

Step 4: Configure Email Settings

For the most professional experience, emails should come from your domain.

Sender name: Set the "From" name that appears in clients' inboxes (e.g., "Your Agency Name")
Reply-to address: Where client replies are sent
Custom email domain (optional): Send from your own domain by adding SPF and DKIM records

Tip: Setting up a custom email domain significantly improves deliverability and ensures emails don't land in spam. We recommend this for all agencies.

Step 5: Test Your Setup

Before sending proposals to clients, test everything:

Create a test proposal and send it to yourself
Check that the domain, logo, and colours appear correctly
Verify emails come from the right sender
Test on mobile to ensure everything looks good

Common Issues

Domain verification failing

DNS changes can take up to 48 hours to propagate. If verification fails, wait and try again. You can use dnschecker.org to confirm your records are live.

Logo appears blurry

Upload a higher resolution image (at least 2x the display size). SVG format works best for logos as it scales perfectly.

Emails going to spam

Set up a custom email domain with proper SPF and DKIM records. This authenticates your emails and improves deliverability.

Summary

White-labeling transforms Closed from a tool you use into an invisible extension of your agency. Clients see your brand at every touchpoint, building trust and professionalism.

Quick Checklist

Custom domain connected and verified
Logo and favicon uploaded
Brand colours configured
Email settings configured
Test proposal sent and verified