Email CounterGo Quote as PDF attachment

Note: the email functionality being referred to is outside of Moraware - it uses your company's existing email software.

Step-by-step

To email a Quote as a PDF attachment:

  1. From Quote Detail page, click the Print button, select the Printable Form and then OK.
  2. To save the PDF, right-click to 'Save As...'
  3. To attach the PDF to an email either: 
    • When Quote is displayed in Adobe Reader, click File::Attach to E-mail (it will open a new e-mail)
    • Compose an email in your mail program, then attach the previously saved PDF file

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