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Email Configuration SMTP Relay

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Email Configuration SMTP Relay Agreement

This Email Configuration SMTP Relay Agreement (the Agreement) is entered into by and between:

WHEREAS

WHEREAS, Service Provider has expertise in configuring and managing email infrastructure and SMTP relay services, including secure authentication and relay policies; and

WHEREAS, Client desires to engage Service Provider to configure Client's SMTP relay for outbound email delivery under the terms and conditions set forth herein.

WHEREAS, the parties intend for this Agreement to define the scope, payment, performance standards, confidentiality, and allocation of risk for the SMTP relay configuration services.

SCOPE OF WORK

Service Provider will perform the tasks necessary to configure, test and deliver an operational SMTP relay for Client including, but not limited to, DNS record configuration, SMTP authentication setup, TLS configuration, routing rules, and verification of outbound delivery to agreed mail exchange endpoints.

TECHNICAL SPECIFICATIONS

SMTP Host:   Port:

Encryption: TLS SSL None

CREDENTIALS & ACCESS

Service Provider will request only the minimum credentials necessary to perform configuration. Credentials provided by Client remain Client property and must be rotated by Client upon termination unless otherwise agreed in writing.

Persist credentials on Provider systems? Yes No

PAYMENT TERMS

Client shall pay Service Provider the fees set forth below in consideration for the services and deliverables.

TERM AND TERMINATION

This Agreement commences on Start Date: and continues until End Date: unless earlier terminated in accordance with this Agreement.

Either party may terminate this Agreement for material breach by the other party if the breach is not cured within the notice period set forth above. Termination does not relieve Client of payment obligations for services performed prior to termination.

CONFIDENTIALITY

Each party shall maintain in confidence all technical, business and other information disclosed by the other party that is designated as confidential or that reasonably should be understood to be confidential given the nature of the information ("Confidential Information"). Confidential Information includes credentials, configuration details, security controls, and any non-public business information.

Recipient shall not disclose Confidential Information except to its employees or contractors on a need-to-know basis who are bound by nondisclosure obligations no less protective than those herein. Confidentiality obligations survive termination for three (3) years, except for trade secrets which remain protected for as long as they qualify as trade secrets.

LIMITATION OF LIABILITY & INDEMNIFICATION

Except for breach of confidentiality or indemnification obligations, neither party's aggregate liability for claims arising out of this Agreement shall exceed the fees actually paid by Client to Service Provider under this Agreement in the twelve (12) months preceding the claim. Neither party shall be liable for consequential, incidental or punitive damages.

Client shall indemnify, defend and hold harmless Service Provider from claims arising from Client's misuse of the SMTP relay, violation of applicable law, or transmission of unlawful, defamatory, or malware-bearing content.

SECURITY & COMPLIANCE

Service Provider will implement reasonable technical and organizational measures to protect credentials and configuration data. Client remains responsible for compliance with anti-spam, privacy and export regulations applicable to Client's messages and recipients.

GOVERNING LAW

This Agreement shall be governed by and construed in accordance with the laws of the State of without regard to principles of conflicts of law.

ENTIRE AGREEMENT

This Agreement constitutes the entire agreement between the parties concerning the subject matter hereof and supersedes all prior and contemporaneous proposals, agreements, or representations, whether written or oral. Any modification must be in writing and signed by authorized representatives of both parties.

SIGNATURES

Service Provider:

By:

Date:

Client:

By:

Date:

Enter text✕

What the Email Configuration SMTP Relay Does

An Email Configuration SMTP Relay routes outbound mail from an application or server through an authenticated mail relay rather than delivering directly to recipients. It centralizes deliverability controls—authentication (SPF, DKIM, DMARC), TLS encryption, and IP reputation—while allowing applications to send transactional and notification emails without managing full mail infrastructure. Typical use includes marketing platforms, transactional systems, and cloud applications; configuration covers SMTP host, port, authentication method, envelope sender, and DNS records. Proper relay setup reduces delivery failures, prevents blacklisting, and preserves message authentication integrity.

Why a Correct SMTP Relay Configuration Matters

Correct SMTP relay configuration protects deliverability and compliance by aligning authentication, encryption, and sending identity. It reduces bounces, prevents spoofing, and ensures auditability for regulatory or customer inquiries.

Why a Correct SMTP Relay Configuration Matters

Organizations That Typically Configure an SMTP Relay

Teams that manage transactional email, system notifications, or high-volume alerts commonly configure SMTP relays to centralize security and monitoring.

  • SaaS platform operators who send signup, password reset, and billing emails across customers, needing consistent authentication and branding.
  • Healthcare IT teams that must route patient notifications through HIPAA-compliant relays with BAAs and detailed logging.
  • Finance and billing teams that send sensitive payment notices and require TLS, DKIM, and retention for auditability.

Smaller teams may use hosted relay services; enterprises often require dedicated IPs, strict authentication, and extended logging for compliance.

Real-world context from documented customers

These customer snapshots illustrate how reliable delivery and platform integration affect operations and compliance.

Tech Data — Enterprise integration

Large channel distributor integrating email delivery for invoices and notifications

  • Required enterprise-grade routing and auditability
  • Bob Dutkowsky, CEO: "Tech Data uses airSlate SignNow to improve our internal and external customer service while increasing our speed to revenue."

Xerox — Systems automation

ERP-driven notifications and signature requests routed through centralized services

  • Needed flexible integration with NetSuite and consistent sending identity
  • Kodi-Marie Evans, Director of NetSuite Operations: "airSlate SignNow provides us with the flexibility needed to get the right signatures on the right documents."

Core Components of a Professional SMTP Relay Setup

A reliable relay configuration includes authentication, encryption, routing, and observability features; each piece reduces risk and improves recipient trust.

SMTP Host

Fully qualified relay hostname with TLS certificate matching the service, and redundancy across multiple MX endpoints to avoid single-point failures.

Port and Transport

Choose submission ports (587 with STARTTLS or 465 with implicit TLS) and require TLS 1.2/1.3 to protect content in transit and meet modern compliance expectations.

Authentication

Use authenticated SMTP credentials, API keys, or OAuth2 tokens per service; rotate credentials regularly and limit scopes to reduce abuse risk.

SPF/DKIM/DMARC

Publish SPF records, sign outgoing mail with DKIM keys, and enforce DMARC policies to prevent spoofing and improve inbox placement.

Envelope Sender

Set a consistent MAIL FROM/Return-Path value for bounces and feedback loops; align it with SPF and DKIM to avoid authentication failures.

Logging & Monitoring

Store sending logs, bounce data, and delivery events centrally with retention and access controls to support troubleshooting and compliance audits.

Recommended SMTP Relay Settings and Typical Values

Common configuration fields and suggested values for reliable operation and secure transport.

Field Configuration
SMTP Host smtp.relay.example.com
Port 587 (STARTTLS) or 465 (TLS)
Auth Method API key or OAuth2 preferred
Envelope Sender bounce@yourdomain.example

Typical SMTP Relay Flow

The basic sending path shows how an application hands off mail and how the relay processes it before delivery.

  • Application Submit: App connects to SMTP host and authenticates.
  • Relay Processing: Relay applies DKIM signing and checks SPF.
  • Outbound Delivery: Relay routes to recipient MX with TLS enforced.
  • Feedback Loop: Bounces and complaints return to monitoring addresses.

Platform and Integration Considerations

Confirm the platforms and document formats your relay must support before configuring DNS and certificates.

  • Integrations: Salesforce, NetSuite, Google Workspace connectors
  • Formats: Support for RFC 5322 and MIME messages
  • APIs: REST/Webhook support for event delivery

Timing and Propagation Expectations

Some configuration changes take time to propagate; plan and monitor accordingly to avoid service interruptions.

DNS Record Propagation:

Allow 24–48 hours for SPF/DKIM updates to propagate across resolvers.

TLS Certificate Renewal:

Renew certificates 30 days before expiration to prevent abrupt outages.

DKIM Key Rotation:

Schedule key rotations quarterly or semiannually with overlap for verification.

Deliverability Review:

Run monthly reputation and bounce rate checks to detect issues early.

Incident Response:

Escalate suspected blacklisting within 24 hours for remediation.

Key Implementation Milestones

A recommended sequence for deploying or migrating SMTP relay configuration with clear checkpoints.

01

Plan and Audit

Inventory sending sources, domains, and authentication gaps before making changes.

02

DNS & Keys

Publish SPF, DKIM, and DMARC; provision TLS certificates and DKIM selectors.

03

Test & Validate

Send staged messages to seed lists and check authentication and inbox placement.

04

Monitor and Adjust

Review logs, bounces, and reputation metrics; refine rate limits and policies.

Common Configuration Mistakes to Avoid

  • Publishing incorrect SPF entries or forgetting to include the relay IP range causing authentication failures and higher bounce rates.
  • Misconfigured DKIM selectors during rotation leading to invalid signatures and increased spam-folder placement for legitimate messages.
  • Using shared or indefinite credentials rather than scoped API keys, which increases risk of unauthorized sending and harder audits.
  • Neglecting to capture and retain detailed sending logs, which impedes troubleshooting and can fail compliance review requirements.

Risks and Consequences of a Faulty SMTP Relay

Deliverability Loss: Emails routed to spam or blocked
IP Blacklisting: Reputation damage requiring delisting
Regulatory Exposure: HIPAA or financial audits for inadequate controls
Operational Downtime: Missed notifications and service interruptions
Data Leakage: Unencrypted transport exposes sensitive content
Legal Liability: Breach notices or contractual penalties

Comparing Sending Methods: SMTP Relay vs API-based Sending

A concise comparison of common mail-sending approaches to determine which fits a given technical and compliance profile.

Criteria SMTP Relay API-based Sending
Authentication smtp creds/api keys oauth2 or api keys
TLS Required yes (recommended) yes (typically enforced)
Tracking Granularity basic bounce + logs detailed events + webhooks
Integration Effort low to moderate moderate to high

Typical eSignature Vendor Pricing and Capability Comparison

Compare baseline pricing and selected capabilities across popular eSignature vendors; signNow is listed first per platform details.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial 7-day free trial Varies by plan Varies by plan Varies by plan Varies by plan
Bulk Send Included on some plans Available on plans Available on plans Available on plans Available on plans
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No
Envelope Cap No cap 100 envelopes/user/year Varies by plan Varies by plan Varies by plan

Who Typically Has Authority to Approve Relay Changes

IT Administrator

Responsible for implementing DNS, certificates, and SMTP settings. They test connectivity, rotate keys, and monitor alerts; authorization required for production changes.

Compliance Officer

Reviews configuration for regulatory alignment (HIPAA, financial rules). Approves logging, retention, and BAAs with third-party relay providers before production use.

FAQs and Troubleshooting for SMTP Relay Setup

Answers to common configuration issues, authentication failures, and deliverability problems encountered during setup and operation.


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