CounterGo Quick Start Guide - Experienced User


This Quick Start Guide is a list of hand-picked help articles designed to refresh you on the CounterGo set-up process. You can also check out our Getting Started Videos to get Quoting quickly. If you have questions or would like to set up a call, email our friendly CounterGo experts at


You can quickly customize your Quote & Orders Forms with your logo and contact information. Forms determine how your Quotes & Orders look when you send them to your customers.


Create an  Email Template so you can email Quotes & Orders to customers directly through CounterGo.


We recommend starting your CounterGo pricing with a single Price List. Ideally, you will use one price list for your highest prices and then add discounts for builders and dealers. The fewer price lists you have, the fewer you’ll need to update later. Price list


Convert  Quotes to Orders once a customer decides to go forward and you can InvoiceRecord Payments, and track your sales through CounterGo. 

convert quote to order

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