Customize Template Settings: Email

Configure default email subject, recipients, sender behavior, and sending guardrails for a quote template.

Use this tutorial when you want one template to generate a document and open with email defaults already in place.

What it looks like

After setup, one generated quote gives the user all of this:

• A prefilled subject, such as Quote for Renewal - Acme Corporation
• A default recipient pulled from the related record
• A defined sender option for consistent outbound email
• Optional restrictions that prevent editing or sending to the wrong domain

This is the right end state for quote, invoice, and renewal templates that users email often.

When to use email settings

Use email settings when you need predictable email behavior from one template.

Best for:

• Quote templates with a default subject and recipient
• Invoice templates that should send from one approved address
• Contract templates that need locked email content or domain limits

Use another feature when the problem is different:

• Use Create Your First Email Template
• Use Configure Email Sending On Your Record Page
• Use Getting Started: Automate Emails

Configure email settings for a quote template

What you'll configure

• A default email subject
• Default email recipients
• Sender behavior for outbound email
• Optional sending restrictions

Estimated time: 15 minutes

Prerequisites

Before starting, make sure you have:

• An existing S-Docs template
• The template's Related To Type set to Opportunity
• Permission to edit S-Docs templates
• At least one Opportunity with an Account and a valid contact email for testing
• Basic familiarity with merge field syntax

If you plan to use an org-wide sender address, make sure that address already exists in Salesforce.

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Step 1: Open the template editor

1. Go to S-Docs Templates in Salesforce.
2. Open your quote template.
3. Click Edit Template.
4. Open Email Settings.

You are now in the tab that controls email defaults for this template.

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Step 2: Set the default subject

Use a subject pattern that tells the recipient what the email contains.

1. In Email Subject Settings, find Subject.
2. Enter this value:

Email subject

Quote for {!Opportunity.Name} - {!Opportunity.Account.Name}

1. Leave Lock Subject unchecked.
2. Leave Require subject line unchecked.

The email composer now opens with a useful subject already filled in.

Example output: Quote for Renewal - Acme Corporation

Use single-brace merge fields like {!Opportunity.Name} in settings tabs. Use double-brace merge fields like {{!Opportunity.Name}} in the template body.

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Step 3: Set the default recipients

This saves users from typing the same email addresses every time.

1. Stay in Email Settings.
2. In Email Recipient Settings, find To.
3. Enter this value:

To address

{!Opportunity.Account.BillingEmail}

1. Leave Lock To unchecked.
2. Leave CC, BCC, and Reply To blank.

The email composer now pulls the main recipient from the related Opportunity account.

If the source field is blank, the user can still enter an address manually.

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Step 4: Set the sender behavior

Choose whether the email should come from the user or from one shared address.

1. In Email Sender Settings, find From.
2. Select one of these options:

   • Logged in user for personal sending
   • Your org-wide email address for shared sending
3. Leave Restrict to Org-Wide Addresses unchecked if you want flexibility.
4. Leave Enable user to choose/select from a picklist unchecked.
5. Enable Use Salesforce Email Signature if your team uses Salesforce signatures.

This defines who the email appears to come from and whether each user's signature is added.

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Step 5: Add sending guardrails

Use these options when you need tighter control over outbound email.

1. Scroll to Other Email Settings.
2. In Email domain restriction, enter approved domains if needed.

Allowed domains

yourcompany.com,partnerdomain.com

1. Enable Lock Body if users should not edit the email message.
2. Enable Lock Subject if the subject must stay fixed.

These settings help keep email content consistent and reduce sending mistakes.

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Step 6: Save and test the email flow

1. Click Save.
2. Open a test Opportunity.
3. Generate the document with your template.
4. From the generated document, click Email.
5. Verify these values:

   • Subject is prefilled.
   • To is prefilled when source data exists.
   • From matches your selected sender option.
   • Domain restrictions behave as expected.
6. Send a test email.

You now have a template that opens with consistent email settings.

After testing, confirm these results:

• The subject follows your expected pattern.
• The recipient field pulls the expected email address.
• The sender option matches your team's process.
• Locked or restricted fields behave as expected.

Guardrails and limits

Merge field rules

• Use single braces in settings tabs.
• If you mix syntax or casing, values can print as raw text or stay blank.

Sender behavior

• Use an org-wide address only if it is already configured in Salesforce.
• Expect sender choices to follow your org's available email address rules.

Recipient behavior

• Check that the source email field contains real data before testing.
• Leave To unlocked if users may need to correct or replace recipients.

Testing rules

• Test with an Opportunity that has real account and email data.
• Generate a fresh document after each email settings change.
• Verify subject, recipients, sender, and restrictions every time.
• If you skip testing, users usually find email issues only after live sends.