Email Settings

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

The user account which sends a quote will be CC'd to all emails regarding a particular quote; NOT the sales person listed on the quote.

Email settings allow you to add additional recipients for all SumoQuote generated emails.

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.