Receive quote requests, respond, confirm orders, and automate the follow-up
Where quote requests land, and how you're notified
Where new requests show up, what they contain, and how to filter a busy list.
Reply, confirm, edit, or decline a quote request
The action bar, the shared email dialogs, and how edits become revisions.
What each quote status means and what triggers it
New, Viewed, Quoted, Accepted, Completed, Declined, and what moves a request between them.
Export your quote requests to a spreadsheet
What the CSV export actually contains, and the batch print/PDF options for selected requests.
Create a quote by hand for a phone or email order
Build a quote from a blank product picker, or inherit a calculator's products and questions.
Quote request or order: what your calculator takes
Let a calculator take orders at the prices shown, and decide what happens when an order cannot confirm itself.
What your customer sees when they approve a quote
The self-service accept/decline page behind every sent quote, and how the link reaches your customer.
The three emails CaterWay sends automatically
Quote follow-up, event prep, and post-event thank-you, with their exact timing and per-calculator overrides.
Import a stack of phone or paper orders with AI
Photograph handwritten notes or paste an email, AI turns them into matched, saveable orders.
Print an allergen sheet for the kitchen
Every dish on one order against the 14 EU allergens, in a sheet you can print, download or paste into a message.