Overview
Email Settings is where you configure the email address and sender details that Proposal.biz uses when sending documents, notifications, and follow-ups to your recipients. Setting this up correctly ensures your emails land in recipients' inboxes looking professional and on-brand.
Accessing Email Settings
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Go to Settings in the left sidebar
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Click Email Settings
Setting Your Sender Name
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Enter the name you want recipients to see when they receive an email from you
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Click Save to apply
Setting Your Sender Email Address
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Enter the email address you want to use as your sender address
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Click Save to apply
Note You may need to verify your sender email address before it can be used. Check your inbox for a verification email from Proposal.biz and follow the instructions to confirm.
💡 Pro Tip Setting up a custom sender domain significantly improves email deliverability and reduces the chance of your documents ending up in recipients' spam folders. It also makes your outgoing emails look far more professional.