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Custom SMTP setup

Last updated on Jan 20, 2026

Custom SMTP setup

Overview

You can send PresentDoc emails through your own SMTP server for better deliverability and branding (branding is only for clients with Pro plan).

Requirements

You’ll need:

  • SMTP host and port

  • Username and password (or API key)

  • Encryption type (TLS/SSL)

  • From address and sender name

Setup steps

  1. Go to Settings → Application Settings → Email Settings.

  2. Enter your SMTP credentials.

  3. Choose encryption (TLS/SSL) and port.

  4. IMPORTANT - Set the status to active otherwise the changes will not apply

  5. Save and send a test email.

Troubleshooting

  • Authentication failed: verify username/password or API key.

  • Connection timeout: check host, port, and firewall rules.

  • Emails go to spam: configure SPF, DKIM, and DMARC.

Notes

If SMTP is misconfigured, the system may fall back to default mail settings or block sending until corrected.