Print A CounterGo Quote In Systemize

Do you need to print a CounterGo Quote or Order along with other Job information in Systemize? CounterGo customers who also use  Systemize can print a CounterGo Quote as part of an Activity Packet.

Before you begin, verify the Quote is in the Job, either because the Quote was turned into a Job directly from CounterGo, or because it was added to the Job. check to see if Quote is in the Job

  1. Go to Settings > Job > Activity Packets > click the name of the Packet to modify.
  2. Click the Add Packet Item icon> Selcet Quote/Order Form > Select the Form to add > Save.

    add a quote or order form to an activity packet

For more, see Activity Packets in the Systemize Knowledge Base.