Email A Quote Or Order
Before you can email a Quote or Order in CounterGo you'll need to create at least one Email Template under Settings. Once a Quote or Order is emailed, you can track customer views, resend, or cancel the link. See Related Articles below for more or for printing a Quote or Order.
- Open the Quote or Order and click the Email icon in the top menu bar.
- Select the Email Template and Form to use.
- Enter the customer's email address and customize the Subject and Body, then Send.
- Back on the Quote page, scroll to the bottom to view the Email tracking.