Overview

There may be times when you need to remove a quote from your CaterZen account. Quotes can be permanently deleted from either the Overview tab or the CRM tab.


Important: Once a quote is deleted, it cannot be recovered. In many cases, it may be better to change the quote status to Declined rather than deleting it. Marking a quote as Declined preserves the record for future reference, reporting, or potential follow-up with the customer.

**Explore our Interactive Click-through Guide here or follow the steps below**

Change the Quote Status to Declined

Instead of deleting, you can change a quote’s status to Declined. This option allows you to:

  • Keep a full history of the customer’s interactions

  • Track lost opportunities for reporting and analysis

  • Easily revisit the quote if the customer changes their mind

To do this, open the quote, select the Status field, and change it to Declined.


Delete a Quote from the Overview Tab

  • Click on the Overview tab and then select View All Quotes.

    

  • A list of your quotes will appear, with the most recent shown at the top.

  • Filter the information and locate the quote you want to remove and look under the Action column.

  • Click the Delete icon.

  • Confirm that you want to delete the quote.

  • The quote will be permanently removed.

Delete a Quote from the CRM Tab

  • Click on the CRM tab.

  • In the Search box, type in the customer’s name.

  • Click on the customer’s name in the search results.

  • From the customer record, click the Quote icon.

  • Locate the quote by date, then look under the Action column.

  • Click the Delete icon.

  • Confirm that you want to delete the quote.

  • The quote will be permanently removed.

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Conclusion

Deleting a quote is quick and can be done from either the Overview or the CRM tab. However, because deletion is permanent and cannot be undone, it is usually best to mark the quote as Declined instead. Using Declined status helps maintain accurate records and gives you valuable insights into customer activity and sales opportunities.

For additional help, refer to the CaterZen Support Center or contact our CaterZen Support Team.

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