You can now email quotes to your customers directly from CounterGo. To send an email, click the Email button on the quote, which is next to the Print button.
Rather than send the PDF file as an attachment, the email includes a link to the quote. This link allows you to see when your customer views the quote, so you can be sure they received your email. At the bottom of the quote page is a list of the emails you have sent, showing when they were last viewed by the customer.
When you send an email, you first select an email template. On the email template you set the “From” name and email address, along with the default text for the message subject and body. When you create an email, you select a template, then personalize the subject and body for the customer. You may have just one email template sent from “firstname.lastname@example.org”. Or you could have a template for each salesperson sent from their own email address.
On a technical note, emails are actually sent from a moraware.com email address. This is done so we can use all the best practices to minimize the chance your email will go into your customer’s spam folder. The “From Email” you set in the template is used as the reply-to address, so when your customer clicks reply, the email is sent to you.
Want to know more? At Moraware, we make software for countertop fabricators. CounterGo lets you draw, estimate, and layout countertops in just minutes. JobTracker is scheduling software that helps you eliminate the time you waste looking for job folders. RemnantSwap is a free place to buy and sell stone remnants with fabricators near you.