Instantly convert any proposal into an actual event, and simultaneously (or separately) convert the lead into an active client – all with a couple of clicks of the mouse. Copy entire proposals with a single mouse click to make minor changes and generate an updated quote. Add the Document Builder Package to create custom email merge letters, and hours of detailed correspondence can be completed in moments!Ĭreate unique proposals – including menu items and detailed financial breakdowns – and then generate or email custom prints for your lead to review. Call leads or email individually (or – in the Professional version – in batch) and then instantly make a detailed history note that is automatically date and time stamped. Caterease has everything you need to simplify your busy workday.Īdd or even import any number of prospective leads, and manage their statuses, track necessary next actions and easily report on any information. No longer will you have to open one software program after another. With Caterease Document Builder, all of your favorite word processing tools are available at your fingertips – inserting images, creating tables (with or without borders), checking spelling, formatting fonts, etc. The handy Merge Table Wizard lets you quickly insert specific information – menu items, staffing, payments, ingredients, and more – exactly where you want it. Go far beyond the templates available in the program’s Print Designer by creating custom merge documents from a blank white page with any look and feel you want. In addition to custom merge letters, the Document Builder Package also lets you create any number of completely custom event prints – either for your customers or for your back-of-house team. And your fingers never even have to touch the keyboard! Choose any custom letter to be printed or emailed from any event or even an entire GROUP of events, and it will look completely customized for each individual customer.

Create detailed, custom letter templates for printing or even for use in email correspondence – peppering them with merge fields that dynamically pull specific information directly from the event.

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