Send Professional Emails Directly from Stagewise
Stagewise ERP makes it easy to send quotations and business emails directly from your system. By connecting your Gmail account, you can send emails from professional addresses like sales@company.com or accounting@company.com without leaving the platform.
This guide will walk you through the complete setup process in simple, easy-to-follow steps.
What You Can Do with Gmail Integration
Once you connect your Gmail account to Stagewise, you can:
- ✅ Send emails from multiple business accounts (sales, accounting, support, etc.)
- ✅ Attach quotation PDFs automatically when sharing with clients
- ✅ Keep everything in one place without switching between apps
- ✅ Track which emails were sent directly from quotation tasks
Note: Currently, Stagewise supports sending emails. Reading and managing incoming emails will be available in future updates.
Before You Start
Make sure you have:
- Access to the Gmail account you want to connect
- Admin or appropriate permissions in your Stagewise ERP system
- A few minutes to complete the setup
Step 1: Navigate to Gmail Integration
- Log in to your Stagewise ERP account
- Look at the left navigation menu
- Click on “Integration”
- Select “Gmail” from the integration options
Step 2: Add a New Account
Once you’re on the Gmail integration page:
- Click the “Add New Account” button
- This will start the connection process with Google
Step 3: Complete Google Authentication
Now you’ll go through Google’s secure login process:
- Sign in to your Google account when prompted
- Review the permissions that Stagewise is requesting
- Look for “Send email” permission in the consent screen
- Click “Allow” to grant Stagewise permission to send emails on your behalf
🔒 Security Note
Stagewise only requests permission to send emails. We cannot read your emails, access your contacts, or perform any other actions. Your data stays secure and private.
Step 4: Confirm Successful Integration
After you authorize the connection:
- You’ll see a success message confirming the integration
- Your Gmail account will now appear in the list of connected accounts
- You can add multiple accounts by repeating Steps 2-4
Step 5: Send Your First Email from Stagewise
Now that your Gmail is connected, here’s how to use it:
Sending a Quotation via Email
- Open any quotation in Stagewise
- Scroll down to the quotation PDF section
- Look for the “Share via Email” button
- Click on it to open the email dialog
Composing Your Email
- Select sender account - Choose which email address to send from (e.g., sales@company.com)
- Enter target email address - Type in your client’s email address
- Click Send
That’s it! Your email will be sent with the quotation PDF automatically attached.
Using Multiple Email Accounts
Stagewise supports multiple sender email addresses, which is perfect for:
- Sales team - sales@company.com
- Accounting team - accounting@company.com
- Support team - support@company.com
- Different departments - Any business Gmail account
To add more accounts, simply repeat the setup process for each Gmail account you want to connect.
Troubleshooting Tips
Can’t see the “Add New Account” button?
Make sure you have the necessary permissions in your Stagewise account. Contact your system administrator if needed.
Google authentication fails?
- Check that you’re using the correct Gmail account
- Ensure your Google account has access to the email address
- Try using an incognito/private browser window
Email not sending?
- Verify that the Gmail account is still connected in the Integration settings
- Check that you’ve selected a sender account before clicking Send
- Make sure the recipient email address is correct
What’s Next?
We’re constantly improving Stagewise’s email capabilities. Here’s what’s coming soon:
- 📧 Read incoming emails from within Stagewise
- 📎 Attach custom files to emails
- 📝 Email templates for common messages
- 📊 Email tracking and analytics
Need Help?
Our support team is here to help you get set up and answer any questions.
Get in touch: