Email & Notifications

Email delivery issues, template variables, DNS setup, and notification troubleshooting.

Written By Victor Raessen

Last updated 3 days ago

Troubleshooting email delivery, template rendering, and notification issues.

Emails not sending

Symptom	Check	Fix
No emails being sent at all	Admin > Email — is a default from address configured?	Set a valid from email address with an authorized domain
Emails going to spam	Domain authentication — are DKIM and CNAME records set up?	Add the required DNS records shown in Admin > Email > Domain Authentication. Validate that DKIM1, DKIM2, and mail CNAME records are all showing "Valid".
Specific template not sending	Is the template enabled? Check Admin > Email > Templates	Enable the template. Some templates (like quote reminders) must be explicitly enabled.
"SendGrid API is not ready to validate"	DNS records were just added	Wait a few minutes for DNS propagation, then try validating again

If you see raw {{ variable }} text in sent emails instead of actual values:

Check the variable name matches exactly — variable names are case-sensitive
Use the correct variable scope: {{ recipient.firstName }} for the recipient, {{ user.firstName }} for the sender, {{ quote.number }} for quote data
Some variables are only available in specific template types (e.g., quote variables only work in quote-related templates)

Available variable categories:

Global: {{ siteTitle }}
Recipient: {{ recipient.firstName }}, {{ recipient.lastName }}, {{ recipient.email }}, {{ recipient.company }}, etc.
User (sender): {{ user.firstName }}, {{ user.lastName }}, {{ user.email }}, etc.
Quote: {{ quote.number }}, {{ quote.name }}, {{ quote.link }}, {{ quote.expiresAt }}, etc.
Custom fields: {{ quote.customFields.<id> }}, {{ quote.opportunity.udf.<id> }}

Quote viewed notification not received — Check that the "Quote Viewed" notification template is enabled in Admin > Email
Approval notifications not sent — Verify the approver has a valid email address and the approval template is enabled
Order confirmation not sent — Check that the order confirmation template is enabled and the recipient has an email

See Email for full email configuration documentation.