How to change your email settings:
- Click on the “Configuration” tab.
- Click on “Account Settings”.
- Click on “Email Settings” on the table on the left-hand side of the screen.
- You can choose to CC or BCC members of your team on either (1) all emails sent from SumoQuote, or (2) only signed quotes sent from SumoQuote. To do so, click “Add CC address” or “Add BCC address”, enter the appropriate email address in, and select the appropriate email filter.
- Scroll further down the Email Settings page and you’ll see that you can also edit templates for emails that are sent from your SumoQuote account such as “Emails sent for signature”.
- Click the “Edit template” button below each section to change the details of the email template.
- Click the green “Save" button on the bottom left-hand side of the window to save your changes.
Updated about 1 month ago