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Customizing the 'from' email address when sending documents
Customizing the 'from' email address when sending documents

How to customize the "from" email address when sending documents.

Updated over 2 months ago

This option is only available through the Gmail integration on Bonsai. To unlock this feature, you must use a Gmail account connected to your domain provider, or a Gmail account for your business.
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To connect your email to Bonsai, navigate to the 'Integrations' page and select the Gmail option from the list of apps. This will allow you to log into your Gmail account and send emails from that address within Bonsai:

Once this is confirmed, all emails sent via Bonsai β€” whether they are forms, proposals, contracts, invoices, etc. β€” will have the sender ('from') address as your connected account email. This ensures clients can respond to the notification and their message will be emailed directly to you.

Note: Emails sent directly from projects will not be sent from your email address. This is to ensure that the unique project identifier is included and that replies are logged in the project itself. There currently is no way to change this.

Other Email Customizations

Beyond the white-labeling feature, you can also customize the logo included in the email and edit the brand colors for links and buttons directly from your 'Branding' settings. We have a step-by-step walkthrough on how to do this through our Help Center here.
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Alternatively, please note that you can always send documents via URL by sharing the document link directly from your email address.

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