Branding & Public Workflows
Brandable client-facing workflows
Use client-facing surfaces for requests, proposals, shared records, and public workflows that should feel connected to your business.
01
Support public intake and request workflows.
02
Share client-facing materials without exposing internal operations.
03
Keep brand context close to proposals, forms, and shared links.
Branding connects with public forms, proposals, client portals, shared links, and workspace settings.