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.
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.
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.
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.
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.
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.
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.
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.
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.
