You can customize the “from” email address used when sending documents (such as proposals, contracts, invoices, and forms) by connecting your Gmail account.
This ensures that:
Emails are sent from your business email address
Clients can reply directly to your inbox
Communication appears consistent and professional
Requirements
Before customizing your sender email, ensure the following:
You are using the Gmail integration
Your Gmail account is either:
Connected to your domain provider, or
A dedicated business Gmail account
This feature is only available through Gmail integration:
Navigate to Integrations.
Select Gmail from the list of available apps
Sign in to your Gmail account.
Grant the required permissions.
Your Gmail account becomes the default “from” email address for all supported outgoing documents.
How the “From” email works
Once your Gmail account is connected:
All emails sent through documents will use your connected Gmail address as the sender.
This applies to:
Invoices
Proposals
Contracts
Forms
Client reply behavior
Clients can reply directly to these emails.
Replies will be delivered to your connected Gmail inbox.
Important Limitations
Project Emails Use a Different Sender
Emails sent directly from projects do not use your Gmail address.
These emails use a system-generated sender to:
Maintain a unique project identifier
Ensure replies are properly logged within the project thread
Additional email customization options
Beyond changing the sender email, you can also customize the appearance of your emails.
Branding Options
From Branding Settings, you can:
Update the email logo
Customize brand colors for:
Links
Buttons
These changes help maintain a consistent brand experience across all client communications.
Send via Direct Link
If you prefer not to use Gmail integration:
You can send documents by copying the document URL
Paste and send the link using your own email provider