Brandable client-facing workflows

Use client-facing surfaces for requests, proposals, shared records, and public workflows that should feel connected to your business.

What it helps you do

• Support public intake and request workflows.
• Share client-facing materials without exposing internal operations.
• Keep brand context close to proposals, forms, and shared links.

Where it connects

Branding connects with public forms, proposals, client portals, shared links, and workspace settings.