Choose Email Service and Template When Sending Documents

When composing a message in QuoteCloud, click the dropdown icon next to the From field to view available sender addresses and select the one you want the document to be sent from. This lets you pick the correct business or department address when sending quotes, proposals, or other documents.

Yes. You can add additional email services and From addresses in your account under Settings → Email Setup → My Email Services. Follow the Add or Edit Email Services guide in the QuoteCloud documentation for step‑by‑step instructions to connect new services or verify addresses.

Yes. Saved email templates can be applied as your default email content or signature so every sent document uses consistent messaging and branding. Manage and select default templates under Settings → Email Templates, and refer to the guide on personalising default emails for sending and revising documents for detailed setup and options.

Saved email templates are located in Settings → Email Templates. From there you can create new templates, edit existing ones, organize templates by use case, and control which templates are available when sending or revising documents from your quote or proposal software.

QuoteCloud supports creating and saving templates tailored to particular industries or document types. Build templates with the language, branding, fields and call‑to‑action that match your use case (for example, a proposal for construction vs. a recurring service quote), then select the appropriate saved template when sending a document.

Using a dedicated email service/From address together with saved email templates ensures every sent document shows the same sender identity, tone, signature and branded content. This consistency reduces confusion for recipients and strengthens your brand across quotes and proposals sent from your sales quoting software.

Name templates clearly (e.g., "Proposal - Construction - Standard"). Include a concise subject, a short branded opening, the key call to action, and full contact details in the signature. Use placeholders for recipient-specific fields, keep content mobile‑friendly, and maintain a plain‑text fallback. Test send each template and version templates so teams use the correct language when sending quotes or proposals.

Before sending, open the email composer and select the template to preview how it merges with your document. Perform a test send to your own address (and to a colleague if needed) to verify the From address, subject, merged fields, signature, and branding display correctly on desktop and mobile. Adjust the template in Settings → Email Templates and retest as needed.