Email Settings

Under Account & settings in the menu. Open the page

How outbound email from the app is sent: sender identity and the reply-to address.

Methodology: Emails the app sends on your behalf — quote requests, portal invites, reminders — should look like they come from you and replies should reach you. That identity is configured once here.

Steps:

  1. Set the Sender name recipients will see.
  2. Set the Reply-to address and check the Preview.
  3. Press Save changes. The wording of each email lives under Email Templates.