Home / Features / Quotes & proposals Quotes & proposals

Catering quote software that catches mistakes before the customer does.

Start from a saved menu, let the quantities follow the guest count, and send an online proposal the customer can accept, question or decline from their phone.

No building menus line by lineNo surprise long drivesNo phone tag for a yes
A quote with its lines, totals and the mini map.
A quote with its lines, totals and the mini map.

Templates that scale to the guest count

Enter the number of guests, apply a template, and the lines arrive with quantities scaled and prices taken from the current catalogue.

  • Template categories such as Christmas, Delivery, Drinks and Functions
  • Replace existing lines or add below
  • Turn any saved quote into a template
Applying a template.
Applying a template.

The drive from your depot, on the quote

As soon as the venue address is set, a mini map shows the pin and the drive time and distance from the depot that serves that state.

  • Each depot has a drive-time limit
  • A warning on save when you go over it
  • See straight away if a job is close, far or interstate
The mini map and depot distance.
The mini map and depot distance.

Checks on every save

BooperCRM checks the quote and warns you before it goes out.

  • Jobs under the minimum order value
  • A long drive for a small job, or food that won't travel
  • A trading name already booked that day, or a blocked date
  • Dietary needs against every product on the menu
Function and sale details.
Function and sale details.

An online proposal the customer can act on

Email or text the quote. The customer reads it online and accepts, asks for changes, or declines with a reason. You can see who has opened it.

  • Accepted quotes become sales orders automatically
  • Change requests are counted for the office
  • Follow-up dates and an owner on every quote
Email Quote, SMS Quote and the Actions menu.
Email Quote, SMS Quote and the Actions menu.
How it works

Four steps, most of them automatic.

1

Pick the trading name

Choose the brand the quote goes out under.

2

Add the customer and venue

The mini map shows the drive from the depot.

3

Apply a template

Quantities follow the guest count.

4

Send it

Email, text or both, with a link to the online proposal.

Questions

Quotes & proposals: common questions

Can I type an item that isn't in the catalogue?

Yes. It becomes a custom product, and appears on the Custom products report until someone writes its kitchen task.

Can I send a second option?

Yes. Duplicate the quote, change it and send both.

See quotes & proposals with your own menu.

Start a 14-day free trial, or book a 30-minute demo.