> ## Documentation Index
> Fetch the complete documentation index at: https://docs.shiftupai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# PDF branding

> Add your company name and logo to PDFs exported from ShiftUp.

When sellers export an Account Plan, Strategy, or business case from ShiftUp, the generated PDF can include your company's name and logo in the footer instead of the default ShiftUp branding. This makes exported documents feel like an extension of your own materials when shared with customers or stakeholders.

## Prerequisites

* The **ShiftUp Admin** permission set is assigned to your user.
* You have a hosted **logo URL** for your company logo (PNG or JPEG).

<Tip>
  Host the logo somewhere publicly reachable from Salesforce — for example, a Salesforce **Files** public link, a CMS asset URL, or any HTTPS image URL. ShiftUp fetches the image when generating a PDF, so the URL must remain accessible to your org.
</Tip>

## Configure your branding

<Steps>
  <Step title="Open ShiftUp Admin">
    In Salesforce, open the **ShiftUp Admin** app and select **Application Setup**.
  </Step>

  <Step title="Open the Branding section">
    In the left-hand accordion, select **Branding**. The Branding panel shows your company name, logo URL, and PDF-export toggle.
  </Step>

  <Step title="Enter your company name">
    Set **Company Name** to the name you want to appear in PDF footers and other branded surfaces.
  </Step>

  <Step title="Add your logo URL">
    Paste your logo's URL into the **Logo URL** field.

    * Accepted formats: **PNG** and **JPEG**.
    * The URL must be reachable from the running Salesforce session.
    * Square or wide landscape logos work best in the PDF footer.
  </Step>

  <Step title="Enable logos in PDF exports">
    Select **Include logo in PDF exports** to use your custom logo on every PDF ShiftUp generates.

    When this toggle is **off**, exported PDFs use the default ShiftUp logo in the footer.
  </Step>

  <Step title="Save your settings">
    Select **Save Settings**. The next PDF export will use your branding.
  </Step>
</Steps>

## Where your branding appears

Your company logo is embedded in the **footer** of every PDF generated by ShiftUp, including:

* Account Plan exports
* Strategy exports
* Business case exports
* Account Strategies exports
* Seller Profile exports

If the custom logo fails to load when a PDF is generated — for example, the URL is unreachable or returns an unsupported format — ShiftUp falls back to no logo for that export rather than failing the PDF generation.

## Troubleshooting

<AccordionGroup>
  <Accordion title="The logo isn't showing up in my PDF">
    * Confirm **Include logo in PDF exports** is enabled in **Branding**.
    * Open the **Logo URL** in a browser tab — if it doesn't load there, Salesforce can't reach it either.
    * Verify the file is a **PNG** or **JPEG**. Other formats (SVG, WebP, GIF) are not supported.
    * Re-save the Branding settings after fixing the URL.
  </Accordion>

  <Accordion title="The logo looks stretched or pixelated">
    Use a higher-resolution source image. The PDF generator preserves the embedded image's aspect ratio but scales it to fit the footer, so very low-resolution logos will look soft.
  </Accordion>

  <Accordion title="I want to switch back to the default ShiftUp logo">
    Turn off **Include logo in PDF exports** in **Branding** and save. New PDF exports will use the default ShiftUp logo in the footer.
  </Accordion>
</AccordionGroup>