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Email Overview

Cortado sends customer-facing messages — quotes, invoices, reminders, and notifications — from a Gmail account you connect yourself. Manage it at Settings > Communications.

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Connecting Gmail

Gmail is how you send email from Cortado. You can connect one or more Gmail accounts and choose which one is the default sender.
1

Open the Gmail section

Go to Settings > Communications > Connect Gmail.
2

Start the OAuth flow

Click Connect Account. A Google sign-in window opens.
3

Grant permissions

Sign in to the Google account you want to use and approve the requested permissions.
4

Return to Cortado

The window closes when the connection succeeds. Your account appears in the Gmail Accounts table.

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The Default Sender

Outgoing messages send from your default Gmail account. The first Gmail account you connect is automatically set as default so email works without any extra setup. If you have multiple Gmail accounts connected, click the star icon next to an account in the Gmail Accounts table to set it as the default.
If you have only one Gmail account connected, it must remain the default — you can’t unstar it until you connect a second account.

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What Happens Without a Gmail Account

Until you connect a Gmail account, any button that sends email — Send Quote, Send Invoice, Send Reminder — is disabled. Hover the button and Cortado will show a tooltip pointing you to settings.

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Disconnecting a Gmail Account

Click the trash icon next to an account in the Gmail Accounts table and confirm. Disconnecting revokes Cortado’s access to that account. The Gmail mailbox itself is untouched.

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Customizing Outgoing Emails

Automated system emails — new inquiry alerts, quote deliveries, payment receipts — can be customized from Settings > Communications > System Emails. You can override the subject line and text content for each template while keeping Cortado’s professional styling. Custom subject overrides apply to the matching system email — for example, the subject your customers see when you send them a quote.

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Best Practices

  1. Connect Gmail first thing — most features that send email stay disabled until a Gmail account is connected
  2. Set a clear default sender — this is the “from” address on every outgoing email, so make it the address you want customers to reply to
  3. Connect a shared inbox if possible — using a team@ or hello@ address instead of a personal Gmail makes reply handling easier if team members change
  4. Customize system email subjects — a personalized subject line stands out in crowded inboxes and improves open rates

Calendar

Sync your Cortado events to Google Calendar.

Quotes

Sending a quote requires a connected Gmail account.