CounterGo Onboarding: Create and Share Quotes
Tailor CounterGo’s quote forms so they reflect your shop’s brand and make quoting smoother for your team.
CounterGo: Customize Your Quote Forms
Customizing your quote forms is an important step in making CounterGo your own. This short video walks you through the basics of where to find Quote Forms, how to add your logo and company contact information, and how to adjust the forms to fit your needs. You’ll see how to move, add, and delete fields, as well as how to copy existing forms or inactivate forms you no longer need.
CounterGo Playlist: Quotes and Email Templates
Playlist
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CounterGo Knowledge Base Top Resources
Here are some other support articles to walk you through creating and emailing quotes.
Price Details
Create Email Templates
Email Quote as a PDF Attachment
CounterGo: Onboarding
Explore the resource pages below to set up and use CounterGo.
Here are the basics on how to draw and create quotes
Tips on how to upload slab images on your quotes to preview seams
Organize and simplify your price list for faster and standardized quoting across your team
Customize your quote layout with these helpful resources
Walk through the steps to converting a quote to an order
Learn how Orders can be exported to QuickBooks
Not sure what to do? We can help!
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