Choose Email Service and Template When Sending Documents
This guide explains how to choose an email service and apply a template when sending documents to ensure consistent branding and messaging.
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Choose Email Service and Template When Sending Documents - FAQ
How do I choose which email address a document is sent from?
Click the dropdown icon next to the From field when composing your message to view the list of available email addresses, then select the address you want to use as the From email.
Can I add multiple email services or new From email addresses?
Yes. You can add additional email services by going to Settings → Email Setup → My Email Services. For step-by-step instructions, see our Add or Edit Email Services Guide .
Can I use an email template as my default email content or signature?
You can apply your saved email templates in Settings → Email Templates. For more details, see our guide on personalising default emails for sending and revising documents.
Where do I find saved Email Templates in QuoteCloud?
You can find your saved email templates by going to Settings → Email Templates in your QuoteCloud account. From there, you can create, edit, or manage templates used when sending or revising documents.
What if I need a template specific to my industry or document type?
You can create and save templates tailored to your industry or specific document types. When sending a document, simply select the appropriate saved template to ensure your messaging and branding align with the recipient and purpose.