Enquiry-to-booking management involves capturing client requests, checking availability, preparing quotes and contracts, and tracking signatures until a booking is confirmed. Manual handling across email, spreadsheets, and documents creates delays, errors, and lost enquiries.
Automation captures enquiries instantly, generates personalised quotes and contracts, sends them for e-signature, and updates booking records automatically. The result is faster turnaround, fewer errors, and more confirmed bookings.
The full workflow, from trigger to completion.
New enquiry submitted via website form or email to the venue inbox.
Automation extracts client name, event date, guest count, and contact details from the enquiry and creates a new lead record.
Automation queries the venue calendar to confirm the requested date is available.
If the date is not available, the automation sends a rejection email and stops. If available, it proceeds to quote generation.
Automation generates a personalised quote PDF using client details and event specifics, then sends it with a personalised message.
When the client approves the quote, automation generates a contract with pre-filled client and event details and sends it for e-signature.
Once the contract is signed, automation updates the booking status to confirmed and sends a notification to the operations team.
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