Email CounterGo Quote as PDF attachment
Note: the email functionality being referred to is outside of Moraware - it uses your company's existing email software.
To email a Quote as a PDF attachment:
- From Quote Detail page, click the Print icon, select the Printable Form and then Print.
- To save the PDF, right-click anywhere on the quote and choose to 'Save As...'
- Compose an email in your mail program, then attach the previously saved PDF file