1
Open Email Setup
Navigate to Settings → Email Setup to access your connected email services and email configuration options.
Set Your Default Email Service to Send Documents
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.
Setup an Email Service
Learn how to connect Gmail, Outlook 365, or a custom SMTP email service so you can send QuoteCloud documents using your own email address.
Steps to configure an email service
2
Review supported email services
QuoteCloud supports configuring email services using Gmail, Outlook 365, and compatible SMTP servers.
3
Start adding a new email service
On the Email Service List page, click the Add New Email Service button located in the top-right corner.
4
Choose the email service type
In the Add New Email Service modal, open the Service dropdown and choose the email service you want to configure.
5
Configure Gmail integration
To connect Gmail, select Gmail API for Google G Suite from the service dropdown list.
6
Enter Gmail sender details
Fill in the required sender information, then click Sign in with Google to connect your Gmail account.
7
Complete Google authentication
When the Google sign-in window opens, log in to your Google account and follow the authorization steps until the setup process is completed.
8
Confirm Gmail setup completion
After successful authentication, QuoteCloud confirms that Gmail has been configured as your email service for sending documents.
9
Configure Outlook 365 integration
To connect Outlook 365, select Outlook API for Office365 & Outlook from the service dropdown list.
10
Enter Outlook sender details
Fill in the required sender information, then click Sign in with Outlook to connect your Outlook 365 account.
11
Complete Outlook authentication
When the Microsoft login window opens, sign in to your Outlook 365 account and complete the authorization process.
12
Confirm Outlook setup completion
After authentication is completed, QuoteCloud confirms that Outlook 365 has been configured successfully for document sending.
13
Configure an SMTP email service
To connect a custom SMTP server, select SMTP Service from the service dropdown list.
14
Enter SMTP server details
Fill in all required SMTP configuration fields including sender email, SMTP host, SMTP port, SMTP username, and SMTP password.
15
Save the SMTP configuration
Click Save to apply the SMTP email configuration and connect the email service to QuoteCloud.
16
Confirm SMTP setup completion
Once the setup process is complete, QuoteCloud confirms that the SMTP email service is now available for sending documents.
Frequently Asked Questions
What email services does QuoteCloud support for sending documents?
QuoteCloud supports Gmail and Outlook 365 out of the box, plus any email service provider that is compatible with standard SMTP. This lets you send quotes, proposals, and other documents directly from your business email address for a professional experience.
How do I connect my email service to QuoteCloud?
Open the Email Settings area in QuoteCloud and start the provider-specific connection flow for the service you want to add. Follow the on-screen prompts (for example OAuth flows for Gmail/Outlook or an SMTP setup form for custom providers).
When the connection completes you’ll be redirected back to the Email Service List and the connected address will be available for sending documents and campaigns.
What happens after I connect an email service to QuoteCloud?
After completing the connection flow the service appears in your Email Service List and can be selected when sending documents. Documents and campaigns sent through QuoteCloud will originate from your connected business email address, preserving brand consistency and professional delivery.
This integration is ideal when using QuoteCloud as your sales quoting software or sales proposal software because it sends documents from real business addresses rather than a generic system address.
Can I set a default Email Service for sending documents or campaigns?
Yes. QuoteCloud lets you choose a default email service for sending individual documents and for campaigns. The default is selected automatically whenever you send, but you can always switch to any other connected service at the time of sending.
Can I connect multiple email addresses and switch between them when sending?
Yes. You can connect multiple email services and addresses to QuoteCloud and pick which address to use for each document or campaign. Setting a default address speeds up sending, while manual switching gives you flexibility for different teams, regions, or use cases.
Does QuoteCloud support custom SMTP providers?
Yes. In addition to Gmail and Outlook 365, QuoteCloud supports custom SMTP providers. When adding a custom SMTP service you’ll provide the SMTP host, port, username, password (or app-specific password), and the preferred encryption method (TLS/SSL) as required by your provider.
Follow your email provider’s instructions for the correct SMTP details to ensure reliable delivery.
Is sending documents through my business email secure?
QuoteCloud uses the provider-specific connection flows and standard SMTP connections to send mail. For mainstream providers like Gmail and Outlook, this typically uses OAuth-based authentication so you don’t share your primary password. For SMTP connections, use provider-issued app passwords and TLS/SSL encryption where available.
If you have security concerns, you can revoke QuoteCloud access in your email provider’s security settings at any time and re-authorize when needed.
What should I do if my email won’t connect or documents fail to send?
Common troubleshooting steps: re-run the provider connection flow from Email Settings, confirm your SMTP host/port/credentials and encryption type, check that your email provider allows third-party app access or app-specific passwords, and verify there are no local firewall or port-blocking rules blocking outbound SMTP.
If issues persist, collect any error messages and contact QuoteCloud support for help—include the email address you tried to connect and the time of the attempted send to speed diagnosis.