Quotes

These are articles will go over how to work with quotes in your CaterZen system.

Create a Custom Quote
Overview When it comes to impressing catering prospects, every detail counts. A custom proposal not only gives your customer a quote for their event—it pre...
Tue, Aug 26, 2025 at 6:40 PM
Managing Quotes in CaterZen
Overview The Quote Function Drop Down Box is your central hub for managing quotes in CaterZen. From sending proposals to editing, duplicating, or converti...
Tue, Aug 26, 2025 at 8:30 PM
Edit A Quote
Overview Editing a quote in CaterZen is straightforward, allowing you to quickly update details before sending, saving, or converting it into an order. ...
Tue, Aug 26, 2025 at 8:31 PM
Convert A Quote Into An Order
Overview Converting a quote into an order in CaterZen is a simple process that ensures your customer’s request moves smoothly from proposal to confirmatio...
Tue, Aug 26, 2025 at 8:32 PM
Delete a Quote
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 t...
Tue, Aug 26, 2025 at 8:33 PM