Email Setup
Simplified sends two kinds of email: notifications to your team when something happens, and messages to your customers as they move through a quote or proposal.
You control the content and recipients of both. You can also send from your own domain, so email arrives from your business rather than from Simplified.
What this section will cover
- Notification settings: who on your team hears about what
- Customer-facing templates, and editing the copy
- Scheduled emails, including follow-ups to customers who did not finish a quote
- Sending from your own domain
note
These pages are being written. Watch the walkthrough above, or browse the full video library. Sending from your own domain is covered in Custom domains and subdomains.