Email Settings

Email settings manage the automatic emails sent from your SumoQuote account to homeowners, staff or suppliers/distributors.

Using your Email Settings

Add Email Addresses to Receive Quote-Related Emails

1. Go to Configuration > Account Settings > Email Settings
2. Click on the Email Address heading and a drop down will appear.
3. Click onAdd CC address or Add BCC address to add team member email addresses to receive either
   1. All emails sent from SumoQuote, or
   2. Signed quotes only sent from SumoQuote.

When you CC or BCC a team member, these are the emails they will receive when All emails are selected:

• Sent for signature (optional PDF attachment)
• Sent for review (PDF attached)
• Sent when signature request is canceled
• Sent when the document is signed
• Sent when the document is signed and includes direct financing
• Sent with invoice (PDF attached)
• Sent with order (PDF attached)

Edit Email Templates

There are a variety of emails sent from your SumoQuote account that can be edited and customized for your company.

1. Go to Configuration > Account Settings > Email Settings
2. Click on the Email Templates heading and a drop down will appear.
3. Beside any of the emails, click Edit Template to modify the text and subject line.
4. Click Save when you are finished.

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Email settings will not notify your team about opens, clicks, and bounces.

These are considered Notifications and are sent only to the person who sends the quote.

For more information on managing your Notification settings check out our tutorial.