Overview

Editing a quote in CaterZen is straightforward, allowing you to quickly update details before sending, saving, or converting it into an order.

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

Accessing the Quote

There are three ways to locate an existing quote:


From the Overview Tab

  • Click Overview and select View All Quotes.

  • Find the quote you want to edit and click the View This Quote icon under the Action column.

From the CRM Tab

  • Go to CRM and search for the customer or company.

  • Open their record and click the Quotes icon.

  • Locate the quote and click View This Quote.

From the Calendar Tab

The Calendar tab allows you to quickly see all of your scheduled quotes alongside orders and other events. By default, quotes appear in purple, unless you’ve changed this setting in your Calendar Preferences.

  • Click the Calendar tab.
  • Click on the quote to see a pop-up with brief details.
  • Click the Click Here link to open the full quote.

Editing the Quote

  • While viewing the quote, open the Quote Function drop‑down menu.

  • Select Edit This Quote.

     

  • You will be taken to the Order Entry tab, with orange and green banners indicating you are editing that quote.

                

  • Make your changes as needed.

  • Scroll to the bottom and click Save Changes to Quote.

Optional: Quote Reminders

If the anniversary reminder feature is enabled, a pop‑up will appear asking if you’d like to schedule a Quote Reminder.

Next Steps After Editing

After saving changes, you will have several options:

  • View/Download/Print PDF – Print the quote as a PDF.

  • View Online (HTML) – See the live online version.

  • Send by Fax – Enter a fax number to send for $0.10/page.

  • Send by Email – Email the quote directly to the customer.

  • Convert to an Order – Turn the quote into a confirmed order.

  • Send or View the contract for this quote – Send a contract to the customer. If a contract has already been sent, you can use this link to view the details of that contract.

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Conclusion

Editing a quote keeps your proposals accurate and up‑to‑date, ensuring customers always receive the most relevant information. With multiple ways to access and update quotes, you can efficiently manage changes and keep your sales process moving smoothly.


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

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