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Firma provides comprehensive white-labeling capabilities that let you create a fully branded e-signature experience. From custom logos and color themes to embedded interfaces, you can ensure your customers interact with your brand throughout the entire signing process.

Overview

White labeling in Firma involves several components:
  1. Custom branding - Upload logos, set color themes, and hide Firma branding entirely
  2. Custom signer terms - Require signers to accept your own terms of service
  3. Signing button labels - Customize the text on signing buttons per language
  4. Custom email domains - Send signing request emails from your own domain
  5. Custom email sender address - Control the “from” address on all outgoing emails
  6. Custom email templates - Personalize the content and branding of signing notification emails
  7. Disable Firma emails - Turn off automatic emails per signing request and send your own
  8. Embedded experiences - Embed signing and template editors directly in your app
All API examples use your API key directly in the Authorization header. Do not use the Bearer prefix.

Custom branding

Customize logos, colors, and branding visibility at both the company and workspace level. Workspace settings override company settings, letting you create distinct branded experiences for each of your customers. Upload a logo for your entire Firma account. This logo appears in signing emails and the signing experience.
Requirements:
  • Format: PNG or JPEG only
  • Max size: 2 MB
To remove the company logo:
Override the company logo for a specific workspace:
To remove a workspace logo (falls back to the company logo):

Color theming

Customize the color palette of the signing experience using hex color values. Colors can be set at both the company and workspace level. Set company-level colors:
Set workspace-level colors (overrides company colors for this workspace):
Colors must be 6-digit hex values (e.g., #0066cc). Set a color to null to clear it and fall back to the next level in the hierarchy.

Hide Firma branding

Remove all Firma branding from the signing experience by enabling show_custom_branding_only at the company level:

Additional display settings

Fine-tune the signing experience with these settings, available at both company and workspace level: At the workspace level, set these to null to inherit the company-level setting.

Settings hierarchy

Branding settings follow a cascading hierarchy:
  1. Workspace setting (highest priority)
  2. Company setting
  3. Firma default (lowest priority)
This lets you set company-wide defaults and override them per workspace. At the workspace level, setting a value to null means “inherit from company.” See the Workspace Settings API Reference for the full list of configurable settings.

Custom signer terms

Require signers to accept your own terms of service or legal agreement before signing. Terms are configured per language and follow the same company/workspace cascade as other settings.

How it works

When require_terms_acceptance is enabled (the default), signers see a terms acceptance checkbox before they can sign. You can customize the statement text and optionally link to a full terms document. Terms are stored per language so signers see terms in their workspace’s language, falling back through the cascade:
  1. Workspace terms for the signer’s language (highest priority)
  2. Company terms for the signer’s language
  3. Firma default terms (lowest priority)

Set company-level terms

Set workspace-level terms

Fields:
  • statement_text (required): HTML text shown next to the acceptance checkbox. Basic HTML tags are allowed (<a>, <b>, <i>, <br>).
  • terms_url (optional): URL to the full terms document.

List terms

Retrieve all configured terms for a company or workspace:

Delete terms

Remove custom terms for a specific language to fall back to the next level in the cascade:

Disable terms acceptance

To disable the terms acceptance requirement entirely:
Supported languages: en, es, it, pt, fr, de, el, ru, pl. See the Signer Terms API Reference for complete endpoint documentation.

Custom signing button labels

Customize the text on signing buttons per workspace and per language. This lets you match the button labels to your product’s terminology or localization.

Set button label overrides

Button labels are set as a JSONB object on workspace settings, keyed by language and then by button key:

Clear button label overrides

Set to null to revert to Firma’s default button labels:
Validation:
  • Each label must be a string, max 500 characters
  • Language keys must be valid language codes (max 10 characters)
  • HTML tags and control characters are stripped automatically
Button label overrides are a workspace-level setting only. There is no company-level override.

Custom email domains

By default, signing request emails are sent from Firma’s domain. With custom email domains, emails appear to come directly from your company or your customers’ companies.

Account-level (company) email domains

Set up a custom email domain for your entire Firma account. All workspaces will use this domain by default unless overridden.

Step 1: Add your domain

Use the API to add a custom email domain:
Response (201 Created):

Step 2: Add TXT verification record

Add the verification TXT record to your DNS:
DNS propagation typically takes a few minutes but can take up to 48 hours.

Step 3: Verify domain ownership

Once the TXT record is added, verify ownership:
Response:

Step 4: Finalize domain setup

After ownership is verified, finalize the domain to receive email-sending DNS records:
Response:

Step 5: Add DNS records

Add all three DNS records to your domain:

Step 6: Verify DNS records

Once DNS records are added, verify them:
Response (all verified):

Step 7: Set as primary domain (optional)

If you have multiple domains, set one as the default:

Workspace-level email domains

For multi-tenant SaaS applications, you can configure different email domains per workspace. Workspace domains override the company-level domain. The workflow is identical to company domains, but uses workspace-scoped endpoints: Example: Add workspace domain
See the Email Domains API Reference for complete endpoint documentation.

Custom email sender address

Control the “from” address on all outgoing emails by combining a custom domain with a custom local part.

How email addresses are resolved

When Firma sends an email, the sender address is built from three components:
Each component is resolved through a fallback chain: Domain resolution:
  1. Workspace verified domain (primary preferred)
  2. Company verified domain
  3. updates.firma.dev (default)
Local part resolution (only applies when using a custom domain):
  1. Workspace email_local_part setting
  2. Company email_local_part setting
  3. support (default)
Sender name is the name of the user who sent the signing request. For example, if you set email_local_part to noreply and your verified domain is sign.acmecorp.com, emails will be sent from:

Setting the email local part

Company level (default for all workspaces):
Workspace level (overrides company setting):
Validation rules:
  • 1-64 characters, lowercase letters, numbers, dots, underscores, and hyphens
  • Must start and end with a letter or number
  • No consecutive dots
  • Reserved values (postmaster, abuse, mailer-daemon) are not allowed
Set to null at the workspace level to inherit from the company setting.

Custom email templates

Customize the notification emails Firma sends on your behalf so they match your brand voice and style. You can set templates at both the company and workspace level, with workspace templates overriding company defaults.

Customizable email types

Available placeholders

Templates support HTML bodies with dynamic placeholders using {{placeholder}} syntax. Signer placeholders: Document placeholders: Team placeholders: You can also retrieve this list programmatically:

View default templates

Retrieve Firma’s built-in default templates for any supported language to use as a starting point:
Supported languages: en, es, it, pt, fr, de, el, ru, pl.

Set a workspace email template

Validation:
  • subject: required, max 500 characters
  • body: required, max 50,000 characters

Set a company email template

Delete a custom template

Remove a custom template to revert to the next level in the hierarchy:

Template hierarchy

Email templates follow a cascading hierarchy:
  1. Workspace template (highest priority)
  2. Company template
  3. Built-in default for the workspace’s language (lowest priority)
This lets you set a company-wide branded template and override it for specific workspaces when needed. Deleting a template at any level causes it to fall back to the next level.
A warning is returned if a template body does not contain the {{signing_link}} placeholder, since recipients need a link to access the signing flow.
See the Email Templates API Reference for complete endpoint documentation.

Disabling Firma emails

For complete control over customer communications, you can disable Firma’s automatic emails per signing request. This allows you to:
  • Send signing request links through your own email system
  • Integrate with your existing notification workflows
  • Customize email timing and follow-up sequences
  • Use your own email delivery infrastructure

Email settings on signing requests

Each signing request has settings that control which emails are sent:

Create signing request with emails disabled

Get signing URLs for manual distribution

When emails are disabled, retrieve the signing URLs from the API and send them through your own channels:

Embedded experiences

The most powerful white-labeling feature is embedding Firma’s interfaces directly in your application. This removes all Firma branding and creates a seamless experience within your product.

Embeddable signing

Embed the signing flow so recipients sign documents without leaving your app:
Embeddable Signing Guide - Full implementation details

Embeddable template editor

Let users create and edit templates within your app using JWT authentication:
Embeddable Template Editor Guide - JWT authentication and full implementation

Embeddable signing request editor

Provide a UI for configuring signing request recipients and options:
Embeddable Signing Request Editor Guide - Full implementation guide

Complete white-label setup

Here’s a complete example of setting up a fully white-labeled workspace for a customer:

1. Create the workspace

3. Configure branding

4. Hide Firma branding (company-level)

5. Set up custom email domain (optional)

6. Customize email templates (optional)

7. Embed the experiences


Best practices

Branding

  • Use a consistent color palette across logos, email templates, and embedded experiences
  • Upload logos in PNG format with a transparent background for best results
  • Enable show_custom_branding_only to fully remove Firma’s branding
  • Set company-level branding as a baseline, then override per workspace where needed
  • Test the full signing flow from your customers’ perspective

Email domain configuration

  • Use a subdomain (e.g., sign.yourcompany.com) rather than your main domain
  • Set up all DNS records (SPF, DKIM, DMARC) for optimal deliverability
  • Monitor email bounce rates and adjust as needed
  • Test email delivery before going live with customers

Email templates

  • Use the defaults endpoint to see Firma’s built-in templates as a starting point
  • Always include {{signing_link}} in invite and reminder templates
  • Set a company-level template as a branded baseline, then override per workspace when needed
  • Use {{company_logo}} in templates to include the workspace or company logo

Security

  • Always generate JWT tokens on your backend
  • Never expose API keys in client-side code
  • Use short token expiration times (recommended: 1-4 hours)
  • Validate postMessage origins when handling iframe events

Troubleshooting

Domain ownership verification failed

Possible causes:
  • DNS records not propagated (wait up to 48 hours)
  • Incorrect TXT record name or value
  • TXT record added to wrong zone
Solution: Check your DNS configuration matches the verification_instructions returned when adding the domain

DNS records not verifying

Possible causes:
  • Records not propagated yet
  • Incorrect record values
  • Missing records
Solution: Call GET /company/domains/{id} or verify-dns to see which specific records are pending

Signing iframe not loading

Possible causes:
  • Invalid signing request user ID
  • Expired or cancelled signing request
  • Content Security Policy blocking iframe
Solution: Verify signing request status and check browser console for CSP errors

JWT token expired

Possible causes:
  • Token TTL too short for use case
  • Clock skew between servers
Solution: Generate tokens with appropriate expiration, consider refreshing tokens proactively

Colors not applying

Possible causes:
  • Invalid hex format (must be 6-digit, e.g., #0066cc, not 3-digit #06c)
  • Setting applied at company level but workspace has its own override
Solution: Check workspace settings first, then company settings. Use null at the workspace level to clear an override.