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Custom Email (SMTP) Integration

Send B2B quotes from your own domain with custom SMTP.

Custom SMTP support. Send quotes from your own domain with your own branding.

Live · Available in TackQuote Dashboard

Connector Technical Specs

Category
Notifications
Sync Cadence
Two-way automated sync
Average Setup Time
Under 5 minutes
Authentication Mode
OAuth 2.0 / Encrypted API Key
Availability
Live & Active

Integration Overview

How TackQuote connects with Custom Email (SMTP)

Eliminate manual data entry, prevent shipping or pricing errors, and streamline B2B order execution.

TackQuote supports custom SMTP configuration so quotes, reminders, and notifications are delivered from your own email domain. Buyers receive emails from your address — not a generic [email protected] — strengthening brand trust and improving deliverability.

Bi-Directional Sync

Data objects synchronized between systems

Here is exactly how data flows between TackQuote and Custom Email (SMTP) to maintain complete system alignment.

Bi-Directional Data Transfer

Streamline data exchanges between TackQuote and Custom Email (SMTP) without double data entry.

Automated Event Triggers

Execute sync actions automatically when quotes change state (created, sent, signed, accepted).

Secure Token Authentication

Connect via encrypted OAuth 2.0 or API key credentials with scoped multi-tenant authorization.

Audit Trail Logging

Track all sync operations, payload payloads, and execution timestamps in your TackQuote dashboard.

Capabilities

What's included in the Custom Email (SMTP) connector

Built out-of-the-box for enterprise sales teams, distributors, and manufacturers.

Custom SMTP

Configure any SMTP server to send TackQuote emails — your own mail server, Google Workspace, Microsoft 365, or a third-party ESP like SendGrid.

Custom From Address

Buyers see emails from your own address (e.g. [email protected]) instead of a TackQuote system address.

Reply-To Configuration

Set reply-to addresses per quote so buyer replies go directly to the owning rep's inbox.

Deliverability Diagnostics

TackQuote checks SPF and DKIM alignment for your sending domain and flags misconfigurations before quotes start landing in spam.

Setup Guide

4 steps to connect Custom Email (SMTP)

Configure SMTP credentials in TackQuote settings. All outbound emails use your configured server from that point forward.

1

Get SMTP credentials

From your mail provider (Google Workspace, Microsoft 365, or your own server), obtain SMTP host, port, username, and password or app-specific password.

2

Configure in TackQuote

Go to TackQuote Settings → Email Delivery. Enter your SMTP credentials, from address, and from display name.

3

Send a test email

Use TackQuote's built-in send test feature to verify deliverability from your SMTP server.

Requirements

What you need to get started

Prerequisites for authenticating Custom Email (SMTP) with your TackQuote tenant.

  • SMTP server with outbound access on port 587 (TLS) or 465 (SSL)
  • Valid sending domain with SPF and DKIM records recommended
  • TackQuote Basic plan or above
TackQuote Platform

All integrations included

No per-connector fees, middleware subscriptions, or hidden charges. Connect Custom Email (SMTP) and all 63+ connectors under your standard TackQuote plan.

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FAQ

Frequently asked questions about Custom Email (SMTP)

Can I use Gmail or Google Workspace SMTP?

Yes. Use Google Workspace SMTP relay or generate an app-specific password for your Gmail account to use with TackQuote.

What do I need to configure custom SMTP?

SMTP host, port, and credentials from your provider, plus a sending domain with SPF and DKIM records in place for best deliverability. TackQuote Basic plan or above is required.

Does this affect the buyer portal or only outbound email?

Custom SMTP only changes the sending address and server for outbound quote emails and reminders. The buyer portal experience itself is unaffected.

Workflow Ecosystem

Works seamlessly alongside Custom Email (SMTP)

Combine shipping, ERP, CRM, and payment connectors for end-to-end B2B sales automation.

Ready to connect Custom Email (SMTP)?

Start your free 14-day TackQuote trial. Connect Custom Email (SMTP) in under 5 minutes with zero credit card required.