Email a Quote

The very first time you Email a Quote, you might be prompted to create an Email Template.

Create a email template

  1. Open a Quote and click Email Quote.
  2. If the Create Email Template dialog box pops up, then enter the name and return email address you want to use. See Related Articles for more information about Email Templates.
  3. Select the Quote Form template you want CounterGo to use to display the quote. 

    email quote

  4. Enter the email address of the purpose you are sending the quote. You can also customize the Subject Line and the Body, but do NOT delete [Quote Link].
  5. Click Send.
  6. Below the quote drawing, you will see a history of the emails you've sent, along with stats about when and how often the customer viewed the quote.

    email views

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