Sharing and exports

How do I white-label a shared plan for a client?

Put your agency name and logo on shared and printed plans from the site's Settings tab. The product name disappears from the page, the tab and the printout; the evidence stays.

Last updated Sep 25, 2026, 12:00 AM

Freelancers and agencies hand plans to clients. On the site's Settings tab, under Sign shared plans as, enter your agency name and tick White-label. Add a link to your logo if you have one online, and the client's name under Prepared for if it should differ from the Client field. Save.

From then on, every share link and printed plan for that site:

  • opens with your logo and name at the top, on screen and on paper;
  • says "Prepared for [client]" under the plan's title;
  • is titled with your name in the browser tab, so the browser's own print header carries your name, not ours;
  • ends with "Prepared by [your name]";
  • shows no product name, no support chat bubble and no cookie notice.

The Markdown report from Export and Share is signed the same way: "Prepared by [you] for [client]" under the title, and no internal run number.

Everything else stays: the decisions, the three verdicts, the keywords, and the note that every claim is backed by a stored snapshot, page excerpt, metrics row or quote. The setting is per site, so you can white-label client sites and keep your own as they are. It is available on every plan.

Untick White-label to go back to the product branding. Existing share links pick up the change at once.

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