Instantly Preview Templates in Your Brand Colors with SalesEdge.io’s New Brand Board Feature

We're excited to share an update designed to make your work simpler and more professional at every step.

What’s New?

• Preview templates in your brand colors instantly: When browsing templates, you’ll now see your saved Brand Boards listed on the right side of the template preview window. Simply select a Brand Board to immediately see how any template will look with your unique business colors—before making your choice.
• Automatic branding on selection: Once you choose a Brand Board, the template automatically updates to reflect those colors as soon as it loads. No need to manually change colors after picking a design!

Why This Matters

Before, selecting a template meant starting with a generic look, then spending time and effort matching it to your brand colors. Now, you can instantly see exactly what your marketing material will look like in your colors—helping you move faster, stay consistent, and make decisions with confidence.

How to Use the New Feature

1. Open the template picker from any supported builder within SalesEdge.io.

2. Select a template to preview.

3. In the preview window, pick one of your Brand Boards from the list on the right. If you haven’t set one up yet, you’ll see a button to create a new Brand Board directly from this screen.

4. The preview updates instantly to show your chosen template styled in your brand colors.

5. When you’re happy with the look, just click “Choose template”—your new design will be applied with your brand colors right away.

Helpful Tips

• This feature is available right now in the template preview panel.
• Your templates are recolored based on the colors saved in your Brand Board. If you update your Brand Board later, previously applied templates won’t change automatically—they’ll keep the colors you selected at the time.
• If you don’t have a Brand Board yet, simply click “Setup Brand Board” in the preview section to get started.

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For existing SalesEdge.io users: This update is already live in your account.

Not using SalesEdge.io yet? Book a demo today to discover how it can simplify and automate your business.