What Transfers From A CounterGo Quote To Systemize?

When you create a Systemize Job from a CounterGo Quote without first converting the Quote to an Order, some information will transfer over, but the information from the Quote like Price, Material, Color, Square Feet, Splash and Edge will not. You will need to manually enter the information into a Job Form such as Area (Room) Details.

See Related Articles below for more information about converting Quotes to Orders then creating Jobs from those Orders.


CREATING A JOB FROM A QUOTE NOT AN ORDER

  • The Quote Address will become the Job Address. The Quote Contact information will become the Job Contact information.

    Showing transferred Job Info and Address

  • The Account, Account Salesperson, Account Address and Account Contacts will transfer over.

    Account Information

  • The details from the Quote will not automatically transfer over. You will need to manually enter the Price, Material, Color, Square Feet, Splash and Edge from the final revision into a Job Form in Systemize.

    What does not transfer

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