Guides

    Email setup

    Connect SendGrid so Bounty CRM can email customers. SMS via Twilio is coming later.

    Customer-facing send flows (estimates, invoices, contracts, notices) need email configured. Do this on the web CRM under Settings → Integrations. SMS/Twilio is deferred for MVP and is not available to configure yet.

    Email (SendGrid)

    1. Open Settings → Integrations and expand the SendGrid card.
    2. Follow the connection steps shown in the UI.
    3. If you have Custom Email Domain (Professional / Business, or Starter add-on), add the DNS records requested for your domain and wait for verification.
    4. Send a test estimate or invoice to yourself and confirm From address, branding, and that links open.
    • Keep SPF/DKIM records in place after verification.
    • Company contact email and logo still come from Settings → Company—/docs/settings/company.

    SMS (coming later)

    Customer SMS via Twilio is planned for a later release. It is not sold or enabled for MVP—you will not see a Twilio card or SMS send options today.

    Common issues

    • No Send actions — Check what’s in your plan and the user’s role permissions (/docs/guides/roles-permissions).
    • Email lands in spam — Finish custom domain auth; ask recipients to whitelist your From address.
    • Looking for SMS — Not available yet; use email for customer document links and notices.
    • Integrations missing on phone — Manage connectors on desktop; see /docs/settings/integrations.

    Still blocked? Email customerservice@praevisio.co with details and any error text from the Integrations card.

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