Creating and tracking catering proposals manually consumes hours each week as sales reps juggle inquiry details, pricing lookups, document creation, and signature follow-ups. Manual tracking of signature status and revision cycles creates delays and lost opportunities.
Automation generates fully populated proposals in minutes, monitors signatures automatically, sends reminders without human intervention, and logs signed contracts directly into the system. Proposals move from inquiry to signature in under.
The full workflow, from trigger to completion.
Workflow triggers when a prospect submits an inquiry form, sends an email, or sales rep logs a new opportunity with event details.
Automation reads prospect name, event date, guest count, menu preferences, and any special requests from the inquiry source.
Automation queries the pricing spreadsheet and menu database to retrieve per-head costs, add-ons, and service fees for the event type and date.
Automation populates a proposal template with prospect details, menu selections, guest count, and calculated pricing, then exports it as a PDF.
Automation uploads the proposal, creates a signature request, and sends it to the prospect with a personalized cover email.
Automation checks daily for signature completion and sends automated reminders to the prospect if unsigned after 3 days.
Once signed, automation downloads the contract, stores it in a shared folder, and updates the opportunity to mark it as won with the contract attached.
Automation sends a notification to the sales rep confirming the signature and contract is ready for fulfillment.
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