Quote Sender

admin

2 min read

Updated: July 22nd, 2021

The Quote Sender refers to the email address that you use to send out your quotes to your customers. As an example, you want to use quotes@company.com, your recipients will receive the invoice via email and the email address stated in the ‘From’ field will be quotes@company.com

1. To set your quote sender, go to the Email Sender menu in the Admin panel.

2. Add the email address you want to use as a sender for your invoice by clicking on ‘+Add Sender’

3. Enter the required details. Tick the ‘Active’ box if you want to enable the email address to be used live in your workspace.

4. Upon clicking ‘Continue’, a confirmation code will be sent to the email address you have entered.

5. Enter the verification code and click ‘OK’. Once the code matches, you will get a confirmation message that the email has been successfully synced and ready to use.

6. On the Email Senders settings, you will see the list of modules on the right part of the screen. Select the email address you want to use for the Quotes.

Once updated, click on ‘Save’