Email Settings

Set Default Email Service for Documents and Campaigns

Learn how to edit your existing email service and set it as the default for sending documents and campaigns. This guide shows you where to access your email settings, how to update SMTP details, and how to choose the default service used when sending documents or campaigns from QuoteCloud.

Set Up Your Own Email Services to Send Documents

Learn how to configure your own email service in QuoteCloud to send documents directly from your business email address.

Choose Email Service and Template When Sending Documents

Learn how to select your preferred email service and choose an email template when sending documents in QuoteCloud.

How To Personalise The Default Email Content For Sending and Revising Documents

Learn how to personalise the default email content used when sending or revising documents in QuoteCloud. This step-by-step guide helps you customise subject lines, message bodies, and template settings to match your brand and communication style.