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Sending by email

Pural sends proposals from your own mailbox. The client sees a mail from you@yourcompany.com, it lands in your Sent folder, and replies come back to you — none of which is true of a mail sent from a generic system address.

In Settings → Email, connect a Google or Microsoft 365 account. You are taken to that provider’s own consent screen and back.

Connections show as active along with the connected address, and can be disconnected at any time. Disconnecting stops you sending from that address until you reconnect it; it does nothing to mail that has already gone out.

Connections expire, because the provider’s authorisation does. If one lapses, the send dialog tells you and links back to the settings page — reconnecting is the same flow as connecting.

Send Proposal in the editor opens the send dialog:

  • Recipients — pick from the customer’s contacts or type an address. You can add several, and override the display name for one send when the contact record has it wrong.
  • Subject — required.
  • Message — optional, above the proposal link.
  • Language — which email template language to use.

Sending marks the proposal Sent and, because the recipients are named, is what makes the per-recipient analytics possible.

The mail body comes from an email template, so every proposal you send is worded consistently. Templates exist per language, and can use placeholders for the recipient and proposal details.

You can edit the text for a single send in the dialog — it is marked as edited, and Revert puts the template’s version back. Those edits stay with that one email and do not change the template.

Two cases the dialog will tell you about:

  • No email account connected — connect one in Settings → Email.
  • No email template found — create one, otherwise there is no body to send.

Sending is part of a paid plan. During an expired trial the option is unavailable until you upgrade — sharing a link still works.