1
Open your user profile menu
Click the profile icon located in the bottom-left corner of the QuoteCloud dashboard.
Set Default Email Service for Documents and Campaigns
This guide shows you how to set up your own email services in QuoteCloud, allowing you to send documents through your preferred email system for professional delivery.
Edit Your Email Service and Set Default Sending Options
Learn how to manage connected email services, update sender settings, and configure default email services for sending documents and campaigns.
Steps to edit email services and configure defaults
2
Open Settings
From the profile menu, select Settings to access account and configuration options.
3
Navigate to Email Setup
In the left sidebar under Advance Settings, click Email Setup to view all configured email services.
4
Review available email services
The Email Setup page displays connected email services including sender name, email address, service type, and current status.
5
Select an email service to edit
Locate the email service you want to configure and click the Edit button beside the selected email account.
6
Update the sender name
In the Edit Sender Name modal, update the sender display name if required.
7
Enable document sending permissions
Turn on Use it to send my Documents to allow this email service to send QuoteCloud documents.
8
Set the default document sender
Enable Set as Default for sending Documents to make this email service the default sender for all outgoing documents.
9
Enable campaign sending permissions
Turn on Use it to send my Campaigns if you want this email service available for marketing campaign emails.
10
Set the default campaign sender
Enable Set as Default for sending Campaigns to use this email service as the default sender for campaign communications.
11
Save the updated email settings
Click Save to apply and store the updated email service configuration.
12
Verify the default sender configuration
After saving, confirm that the selected email address is now configured as the default sender for documents or campaigns.
Frequently Asked Questions
What is the "default email service" in QuoteCloud?
The default email service is the SMTP account or email provider configuration that QuoteCloud automatically uses when sending documents, proposals, or campaign emails. Setting a default ensures outgoing messages are sent from your preferred sending address and system unless you select a different service for a single send.
Why should I set a default email service for documents and campaigns?
Setting a default email service gives consistent branding and reliable delivery for documents created with QuoteCloud. It ensures your quotes and proposals (sales quoting software and sales proposal software workflows) are sent from the correct From name and email address, reduces the need to choose a sending account every time, and helps maintain deliverability for mass campaigns and one-off document sends.
Where do I edit an existing email service in QuoteCloud?
Open Email Settings in your QuoteCloud account, locate the email service you want to change, and click Edit. From the edit screen you can update SMTP credentials, the From name and address, and encryption/connection settings, then save your changes.
Which SMTP details are typically required to add or update an email service?
When adding or editing an SMTP service you typically provide the SMTP host (server), port, username, password, and encryption method (TLS or SSL). You should also confirm the From name and email address that recipients will see. QuoteCloud uses these settings to authenticate and relay outgoing messages for proposals and quote software workflows.
How do I set an email service as the default for documents and campaigns?
In Email Settings select the email service you want to use and choose the "Set as default" option (button or toggle). Save the change. After saving, QuoteCloud will use that service for future document sends and campaign emails unless you override it at send time.
How do I set up and add a new email service in QuoteCloud?
Go to Email Settings and choose Add New Service. Enter the required SMTP details (host, port, username, password, encryption), set the From name and address, run the test connection if available, then save. After saving you can set the new service as the default to use for sending documents, quotes, and proposals.
Can I send documents using my own email provider instead of QuoteCloud's sending service?
Yes. QuoteCloud supports configuring your own SMTP provider so you can send documents and campaigns through your existing mail system. This is useful for maintaining consistent sender addresses for quote software and proposal software workflows and for aligning with your company’s email policies.
Troubleshooting: My test email failed — what should I check?
If a test send fails, verify the SMTP host, port, username and password, and confirm whether the provider requires TLS or SSL. Check for two-factor authentication or app-specific passwords that your mail provider might require, and ensure network/firewall rules allow outbound SMTP connections. Finally, use the test connection option in Email Settings and contact your email provider if problems persist.