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Configuring email server settings

Learn how to configure your SMTP email server settings in Paragon to send invoices and quotes directly to your customers.

To send documents like quotes and invoices directly from Paragon, you must configure your Simple Mail Transfer Protocol (SMTP) server settings. These credentials allow Paragon to communicate with your email provider to deliver messages on your behalf.

Accessing email settings

To configure your outgoing mail server:

  1. Navigate to the top-right corner of your screen and click settings.

  2. Go to communication > email settings.

Adding SMTP credentials

You must have at least one valid email account configured to use Paragon's mailing features. Click the add credentials button to enter your server details.

Field Description
Email Server Your provider's SMTP server (e.g., smtp.gmail.com or smtp.office365.com).
Port The port number required by your provider (commonly 587 or 465).
Set as Default Check this box if this is your primary sending address.
Username The email address used to log in to the server.
Email Address The "From" address recipients will see. Usually the same as the Username.
Password Your email account password or an app-specific password.

Important: Email providers often require specific security settings (such as 2FA or App Passwords) to allow third-party apps like Paragon to send mail. Consult with your IT provider or email host for these specific details.

Managing email templates

After your server is connected, you can customize the text for your automated messages. This is managed through the print and email configuration within settings > reports and data.

By defining templates for different documents, you ensure consistent communication with your customers. For more advanced styling, see our guide on Customizing email subjects and body text.