TRANSCRIPT:
If you want to start quoting fast, you'll want to print or email a customer quote.
Add your company name and address to the header of at least one Quote Form, so you can use it to email or print a Quote right away.
There are four quick steps.
One: click on Settings, Quote & Order, Forms.
Two: open a Form. We recommend the default Quote Form.
Three. Click inside the Header area to update.
Four. Enter your company name and address.
To add a logo select, New Logo File, then upload your logo. Select a logo position and adjust the height if necessary. We recommend entering a height or a width, but not both.
Save, and your Form is ready to print or email.
You can find this video in the CounterGo Knowledge Base if you need to go through the steps again.
Or get in touch with one of our friendly CounterGo experts at support@moraware.com