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Email Integration Setup Guide

Complete guide to sending quotes and invoices via email

Why Email Integration?

Email integration allows you to send professional quotes and invoices directly to your clients' inboxes. Clients can accept/decline quotes or view invoices with a single click, streamlining your workflow.

Instant Delivery

Quotes and invoices arrive immediately

Secure Links

Token-based authentication for safety

One-Click Actions

Clients accept/view with ease

Choose Your Email Provider

SendGrid

By Twilio - Most popular choice

Free Tier: 100 emails/day (3,000/month)

Best For: Small to medium businesses

Setup Time: ~10 minutes

Easy SetupGenerous Free Tier

Brevo (Sendinblue)

All-in-one marketing platform

Free Tier: 300 emails/day

Best For: Businesses wanting marketing tools too

Setup Time: ~10 minutes

Very Generous Free TierMarketing Suite

Resend

Modern API, developer-friendly

Free Tier: 100 emails/day (3,000/month)

Best For: Developers, modern tech stacks

Setup Time: ~5 minutes

Fastest SetupGreat Documentation

Mailgun

Powerful API by Sinch

Free Tier: 5,000 emails/month (3 months trial)

Best For: High-volume senders

Setup Time: ~15 minutes (requires domain setup)

Advanced FeaturesDomain Required

Postmark

Fast and reliable delivery

Free Tier: 100 emails/month

Best For: Transactional emails, high deliverability

Setup Time: ~10 minutes

Best DeliverabilitySmall Free Tier
Step-by-Step Setup (SendGrid Example)
1

Create SendGrid Account

Go to signup.sendgrid.com and create a free account

2

Verify a Sender Email

  1. In SendGrid dashboard, go to Settings → Sender Authentication
  2. Click "Verify a Single Sender"
  3. Enter your business email (e.g., noreply@yourdomain.com)
  4. Check your email and click the verification link
3

Create API Key

  1. Go to Settings → API Keys
  2. Click "Create API Key"
  3. Name it "QIS Email Integration"
  4. Select "Full Access" or "Mail Send" permissions
  5. Click "Create & View"
  6. Copy the API key immediately (you won't see it again!)

Important: Copy your API key now! SendGrid only shows it once for security.

4

Configure in QIS

  1. Go to Settings → Email Integration in your QIS app
  2. Select "SendGrid" as your provider
  3. Paste your API key
  4. Enter your verified sender email
  5. Enter your company name as the "From Name"
  6. Click "Save Email Configuration"
✓

Test Your Integration

  1. Go to Quotes and open any quote
  2. Click "Send Email"
  3. Enter a test email address (your own email)
  4. Click "Send Quote"
  5. Check your inbox - you should receive a beautifully formatted quote!
Troubleshooting

"Email provider not configured" error

Make sure you've saved your email configuration in Settings. All fields (provider, API key, from address) must be filled.

"API key invalid" error

Double-check your API key was copied correctly (no extra spaces). For SendGrid, ensure the key has "Mail Send" permissions.

Emails not arriving

  • Check the recipient's spam/junk folder
  • Verify your sender email is properly authenticated with your provider
  • Check your provider's dashboard for delivery logs and errors
  • Ensure you haven't exceeded your free tier limits

Links not working

Make sure your backend functions (acceptQuote, declineQuote, viewInvoice) are deployed. Check the Functions section in your dashboard.

Best Practices
  • Use a professional domain email (noreply@yourcompany.com) instead of personal email
  • Set up SPF and DKIM records for better email deliverability
  • Test email sending with your own email address first
  • Monitor your email provider's dashboard for delivery rates and issues
  • Keep your API key secure - never share it or commit it to version control