SendGrid Email Integration

Professional email delivery with tracking and templates.

Setup:

1. Settings → Integrations → Email
2. Enter SendGrid API key
3. Configure sender details
4. Set up webhook for tracking

Features:

• Transactional emails (quotes, confirmations)
• Marketing campaigns
• Branded templates with your logo
• Email tracking (delivery, opens, clicks)
• Bounce and spam handling

Email Templates:

• Quote delivery
• Appointment confirmation
• Status updates
• Payment reminders
• Custom templates

Tracking Status:

• Pending - Queued for sending
• Sent - Delivered to server
• Delivered - Reached inbox
• Opened - Client opened email
• Clicked - Client clicked links
• Bounced - Delivery failed

Webhook Setup:
Settings → Integrations → SendGrid → Setup Webhook

• Enables real-time status updates
• Tracks opens and clicks
• Handles bounces automatically

Signature & Footer:

• Toggle auto-signature on/off
• Toggle footer on/off
• Custom signature content
• Business info in footer