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  1. CaterQuotes
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  3. Tech Tips

Tech Tips

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Tips and advice for the CaterQuotes system

  • 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
  • Insertion points (insert as...)
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CaterQuotes