---
key: set-agreement-branding-and-reminders
title: Set agreement branding, sender and reminders
audience: staff
section: settings
routes: ["/settings/org/agreements"]
permissions: ["agreements.settings.manage"]
features: ["settings.org.agreements"]
since: 0.0.1
updated: 0.0.1
status: published
summary: Put your company name, colours and email sign-off on the agreements customers receive, choose the sender and reply-to address, and set how often Nova reminds people who have not signed.
keywords: [agreement email, brand colour, reminder schedule, reply-to, sender name, signature, follow up, contract email]
related: [set-how-customers-sign-agreements, set-agreement-retention-and-signing-services, send-a-quote]
---

In the sidebar, open **Settings**, then choose **Agreement Settings** under **Agreements**. The page address is `/settings/org/agreements`. This article covers the first two sections, **Branding defaults** and **Delivery and reminder defaults**.

## Before you start

- Your role needs permission to manage agreement settings. Without it the page does not open.
- Branding needs to be included in your plan. If the **Branding defaults** section shows an **Entitlement required** badge instead of **Editable**, a note stands in for its fields.
- Every section on this page saves with the one **Save settings** button at the top. Fill in what you need, then save once.

## Steps

1. Under **Branding defaults**, type your **Brand name** as customers should see it. Leave it blank to use your company name.
2. Enter a **Primary color** and, optionally, an **Accent color** as hex codes such as #1f2937. The preview beside the fields updates as you type.
3. Type an **Email signature**, the sign-off at the bottom of agreement emails.
4. Under **Delivery and reminder defaults**, set the **From name** customers see on agreement emails and the **Reply-to email** where their replies land. Use a mailbox someone checks.
5. Optionally choose a **Default sender user**, the team member named as sender when nobody else is chosen.
6. Switch on **Send automatic reminders** if Nova should follow up on agreements still waiting for a signature or approval. A single agreement can still turn its own reminders on or off.
7. Set **First reminder lead time**, **Repeat every** (days between reminders) and **Maximum reminders** (the most Nova sends for one agreement; 0 sends none). The first reminder goes out that many days after the agreement is sent, or that many days before its due or expiry date if that comes sooner. With 0 it goes out right after sending.
8. Press **Save settings**.

## What you see

- The summary strip near the top shows **Branding**, **Sender defaults** and **Reminder cadence**, so you can confirm what is in effect without scrolling.
- Every field has a small help icon that explains it in plain words.
- **Operational posture** at the bottom repeats the current reminder cadence and when the settings were last saved.

## If something looks different

- **Save settings** is disabled: nothing has changed yet.
- **Save settings** does nothing and red text appears under a field, possibly in another section: fix what it says; colours must be seven-character hex codes and the reply-to must be a valid email address.
- A note replaces the branding fields and the badge reads **Entitlement required**: branding is not in your plan. The rest of the page still works.
- You want to change who can sign or how: see [[set-how-customers-sign-agreements]].

[[route:/settings/org/agreements|Open Agreement Settings]]