Inquiry to quotation
Bring the first inquiry, client communication and quotation into one workflow. Keep the event requirements close while preparing a complete offer.
CaterPro · Sell & plan
Catering Providers App for Sales Pipeline
Keep every catering opportunity moving.
Manage the complete sales process from the first inquiry and quotation through confirmation, changes, invoicing and final payment.
- Full visibility
- Fewer mistakes
- A clearer path to confirmation
See it in practice
Know the next step for every opportunity.
Some clients are waiting for an offer. Others have confirmed and are ready for an invoice. Keep each event at the right stage of the sales process.
Keep the offer and the conversation together
Follow the quotation and client feedback in context. When the client requests a change, keep the agreed event details aligned with the offer.
Follow through beyond confirmation
Confirmation is one milestone. Continue through invoicing and final payment to see the complete commercial journey.
From interest to a confirmed event
- 1Inquiry
Wedding reception · 120 guests
- 2Offer sent
Menu, services and price
- 3Confirmed
Client’s agreed event brief
- 4Invoice & payment
Follow through to completion
Made for your everyday work
Follow the sale from first contact to final payment.
Feedback to confirmation
Record client feedback, update the offer and follow the order through confirmation. Keep changes visible so the event and the agreed offer stay aligned.
Invoice to final payment
Carry the same process through issuing the invoice and receiving payment. Keep visibility across the whole sale, from the first email to the final payment.
How it comes together
- 01
Inquiry & quotation
Use the inquiry details to prepare an offer for the client.
- 02
Confirmation & changes
Record feedback, revise the offer and follow the event through confirmation.
- 03
Invoice & final payment
Issue the invoice and follow the event through to its final payment.
A complete view of the journey from inquiry to payment.
Let’s look at your catering workflow
See how CaterPro fits your business.
Walk through the tools with our team and talk about the way you work.