Connect email

By connecting your email, you can get emails for every new requests & send offer email to your customers.

Go to Email notification menu

Select your type of email you want to connect.

If you're using Gmail, select Sign in with Google (or Gmail SMTP while it's not recommended).

If you're using Office 365 email, select Sign in with Office 365.

All other types of email go to Others.

Choose your method to connect your email

1. Sign in with Google

2. Gmail SMTP

3. Sign in with Office 365

4. Other (Zoho, Cpanel)

1. Sign in with Google

• Select Sign in with Google

• Select your email account to continue

• Click Allow button to grant access for Quote Snap

• After granting access to Gmail, click Connect to connect your email

• Then Quote Snap will send you a test email & your email will be connected successfullys

You can also change email by click Disconnect and connect new email again.

2. Gmail SMTP

If you choose Gmail SMTP, please check app password from your Google Account.

• Select Gmail SMTP. Please fill all information into those fields (Note: Password is app password in Google account - not your email password)

Quote note: While connecting email, if you get this message "Connect SMTP failed" , you might need to check if you turn on "Access to the app is less secure" or not.

• Check "Access to the app is less secure"

Go to https://myaccount.google.com/lesssecureapps and sign in with your account. You will see the box like this screenshot, if not go to set up email here Google administrator account

Turn on "Access to the app is less secure" Go to https://myaccount.google.com and sign in with your Gmail account Choose Security in the left menu, make sure to turn on 2-step Verification, then choose App passwords

In "Select app" -> choose "Other (custom name)" -> Input your app's name -> click the "Generate" button. Then, a popup with your app's password, copy this password

Back to our app's admin, go to the "Email Settings" tab, paste your app's password to the Password field. Then click Connect.

Important note:

If you do not see "Turn on "Access to the app is less secure", or it show like below:

It means the administrator account has disabled this option on your account. Please follow the following steps to allow this option:

• Sign in to your Google Admin console. Sign in using your administrator account (does not end in @gmail.com).

• From the Admin console Home page, go to Security -> Basic settings -> Less secure apps. To see Security on the dashboard, you might have to click More controls at the bottom.

• To apply the setting to everyone, leave the top organizational unit selected. Otherwise, select a child organizational unit or a configuration group.

• Select the setting for less secure apps:

  Allow users to manage their access to less secure apps Users can turn on or turn off access to less secure apps.

• Click Save.

Who is your administrator?

Your administrator is someone associated with your mail account, not Google. Your administrator might be:

• The person who gave you your username

• Someone in your IT department or Help desk (at a company or school)

• The person who manages your email service or website (in a small business or club)

How to Enable 2-step verification for G Suite for work?

1. Log into your G Suite Admin Console.

2. From the dashboard, select Security.

3. Next, click on Basic Settings.

4. Scroll down to the Two-Step Verification setting and tick the checkbox to Allow users to turn on 2-step verification. This will enable the ability of the account user to utilize two-step authentication if they choose. If you want to make it mandatory for your users to use two-step verification when signing in, please choose Enable enforcement

5. Click on the Save changes button that appears.

3. Sign in with Office 365

• Select Sign in with Office 365 if you're using office 365 email (hotmail.com, outlook.com, etc.)

• Log in your 365 email and click Accept

• Click Connect then a test email will be sent to your email.

Same as Gmail, you can also change email after connecting successfully.

4. Others

A. Zoho

• In Connect email in Quote Snap, choose Others.

• Sign in your Zoho email

• In Admin Console, go to Mail Settings -> Tools & Configurations -> Configurations -> Outgoing / SMTP.

• Use information in Zoho email to set up SMTP. If you are not using Two-factor authentication, Password here is your email password.

• To check if you're turning on Two-factor authentication or not, in your email admin, check Security & Compliance -> Security -> TFA

• Password: If you're using Two-factor authentication, you have to create password for our app. Go to My Profile -> Security -> App Password -> Generate New Password

Pick a name for "app name" to make it identifiable.

Then copy password to fill into our form.

B. Other email servers on Cpanel

• Login to Cpanel, or another server. Select email account:

• Select your email then click Check mail

• Choose Automatically check my device

• Then the information that you need is in the Mail client manual settings

• If you still have connection error, check this one more step. If your email status is not "Accepted", contact your hosting provider to solve this issue.

With other types of email, SMTP way is available. You can check your email guide to get your email app password.

If you need any help, our CS team is available on live chat or email: [e-mail].