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.
To email a Quote as a PDF attachment:
- From Quote Detail page, click the Print button, select the Printable Form and then OK.
- To save the PDF, right-click to 'Save As...'
- 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