Creating your first quote in Catermonkey is simple and efficient. Follow these steps and send a professional quote in minutes!
1. Create a new item in your calendar
Go to your calendar and click on ‘+ New item’
Select Quote
2. Enter the basic details
Add the (new) customer and location.
Select the date, start and end time.
Give your order a name, if desired.
Choose whether you want to show prices including or excluding VAT.
3. Compile the product sheet
Add packages (menus), products (dishes or fixed costs).
You can create items directly or choose from your existing catalogue.
4. (Optional) Add an event planning
Would you like to add extra details such as a script or schedule?
Click on + add row in the event planning.
Set the times correctly.
Indicate what will happen in that time slot.
5. Create and send the quote
Click on “Create and send quote” at the bottom.
Select a quote template of your choice and check that all the details are correct.
Click on “Send quote to customer” in the top left corner.
Choose an email template and send the quote immediately.
Bonus: More than just a quote!
Once you have sent the quotation, you can use Catermonkey to:
Generate an event sheet with all the details for your team.
Create an invoice to send as soon as the quote is approved.
Everything is taken care of with just one click!
Do you have any questions about this? Feel free to contact us!
Kind regards
The Catermonkey Team 🍌