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.

  1. Open the Quote or Order and click the Email icon in the top menu bar.
  2. Select the Email Template and Form to use. 
  3. Enter the customer's email address and customize the Subject and Body, then Send.Email a quote
  4. Back on the Quote page, scroll to the bottom to view the Email tracking in Quote view
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