Tech Tips
Tips and advice for the CaterQuotes system
- Managing Custom Fields in CQ
- Project Integration - CSV Export
- Change Password
- Forgot Password
- Carriage Calculator
- Importing deviated pricing
- How to customise the look of your reports inside CaterQuotes.
- Password protected and READ ONLY projects
- Preferred / Buying Group Manufacturer
- Hide Net prices infront of a customer
- CAD and Revit files
- Hotkeys
- Export a project to Excel
- Adding and Removing users - Admin
- How to print a report (print preview) and change the report type
- Apply Markup and Discount presets
- Markup vs Margin
- The shopping cart feature
- The catalogue "Match" feature
- How to move items up and down in the spreadsheet
- Adding a logo (Default logo)
- Add a company wide logo (Admin logo)
- Adding/changing the customer on projects.
- What is the quantity prompt?
- Spare number
- Save and send PDF as an attachment instead of a link.
- Merge projects
- Why do I not see any specsheets on my quotation?
- Rename a project
- Item Status