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Sending Emails from Pipeline

Pipeline can send emails to customers for invoices, quotes, purchase orders, and other documents.

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How Email Sending Works

When you send a document (invoice, quote, or PO), Pipeline:
  1. Generates an HTML version of the document
  2. Converts it to a PDF attachment in the background
  3. Sends the email via your configured email provider
  4. Records the message for tracking

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The Send Modal

Screenshot: The Send Modal showing the document preview on the left, and the email configuration panel on the right with the recipient email, rich text editor for the email body, and the Send button.
When sending a document, the Send Modal shows:
  • Document preview on the left side
  • Email configuration on the right:
    • Customer name and email (pre-filled)
    • Rich text editor with the email body
    • Pre-populated template with placeholders for customer name, document reference, amounts, and view/pay links
    • Alert on Status Update checkbox — tick this to be notified when the customer opens or acts on the document
You can customise the email text before sending. Click Send to deliver.

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Message Status Tracking

Emails are queued and processed in the background:
  • Queued — Email is waiting to be sent
  • Sending — Email is being delivered
  • Sent — Email was delivered successfully
  • Failed — Delivery failed (will be retried automatically up to 3 times)

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Email Provider

Your organisation’s email is sent via a configured provider (such as AWS SES or Resend). Custom sending domains can be set up in Settings > Email Domains to send from your own company domain.