Enquiry-to-quote management covers everything from a new event request landing in an inbox to a priced quote reaching the client. Done by hand, it involves retyping details across systems, manually pricing menus, and chasing replies, which slows response time and invites errors.
The automated version captures enquiry details, checks availability, and builds pricing and quote documents with minimal manual entry. This shortens turnaround time and lets quotes go out consistently and on the same day.
The full workflow, from trigger to completion.
An inbound email or web form submission starts the workflow automatically.
Client details, event date, and headcount are pulled out and logged as a new record.
The requested date is checked against the shared booking calendar.
If the date is booked, the coordinator gets a task to call the client with alternative dates.
A pricing breakdown is generated from stored ingredient and labor rates.
The priced menu and terms are populated into the quote template.
The finished quote is emailed to the client automatically.
A follow-up task is logged if the client has not responded within 48 hours.
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Other high-impact processes teams commonly map alongside this one.
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