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.
Set Default Email Service for Documents and Campaigns — FAQ
What is the "default email service" in QuoteCloud?
The default email service is the account or SMTP configuration QuoteCloud uses automatically when sending documents, proposals, or campaign emails. Setting a default ensures your documents are delivered from your preferred sending address and system unless you explicitly select a different service for a specific send.
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 choose the option to edit that service. From there you can update SMTP/credentials, the send-from name and address, and any 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 will typically provide: SMTP host (server), port, username, password, and the encryption method (TLS/SSL). You should also confirm the From name and email address that will appear to recipients. QuoteCloud uses these details to authenticate and relay outgoing messages.
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 option to set it as the default (often a "Set as default" button or toggle). Once saved, QuoteCloud will use that service for future document sends and campaign emails unless another service is chosen for a particular send.
How do I setup an email service?
To learn how to add and configure your own email service, see the full guide here: Set Up Your Own Email Services to Send Documents