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. This keeps a clear history of your customer interactions and can help you identify sales trends, follow-up opportunities, or reasons why quotes don’t convert into orders.


For more details on Quotes Statuses, please refer to Managing Quotes in CaterZen. 

**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


Access 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, select the Status field, and change it to Declined.

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.

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

  • Select Quote 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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