Create-from (templates)
Never start from zero, never sound generic
Order templates hold your repeating building blocks. Quote templates carry your proposal structure. Combine them to land every new booking fast.
You don't write the same quote twice, but many bookings share the same building blocks. A buffet structure that always works. A corporate lunch package you've refined over the years. The standard terms you've been polishing since 2019. Save those parts as templates; pull them into each new order; write the parts that should change. Done in minutes, never starting from a blank page.
- Order templates hold the operational parts you reuse: products, equipment, staffing, delivery options, internal notes
- Quote templates hold the customer-facing parts: intro paragraphs, terms, the menu layout you like
- Apply both to a new inquiry and you have a complete draft ready to personalise
- Adjust what makes this booking unique: the date, the dietary swaps, the personal touches
- Templates evolve as your offer evolves. Update the template once and every new quote built from it benefits
What goes in an order template
An order template holds the operational parts you reuse for a kind of event: a set of products you typically sell together, the equipment you usually include, the staffing you plan for, the default delivery options, the standard internal notes. Save it once with a descriptive name like "Standard wedding buffet" or "Corporate lunch package L". Edit it as your offer evolves; every new order built from it picks up the latest version automatically.
What goes in a quote template
Where order templates hold the operational parts, quote templates hold the customer-facing parts: your standard intro paragraph, your dietary information section, your cancellation terms, the menu layout you like to use, the order in which you present things. The quote template is your sales structure, the way you've learned to present what you do.
Together, they make every new booking fast and personal
When a new inquiry comes in, you apply the order template that fits the event type, drop in the quote template that matches the customer type, and you have a complete draft in seconds. From there you spend your time on what makes this booking different from any other: the date, the dietary swaps, the personal intro paragraph that mentions the bride's name or the company's anniversary.
Who benefits
Business owner
Your team builds quotes from templates you've refined over the years. The structure your business runs on becomes the starting point for every new inquiry, not a thing each colleague has to remember to assemble from scratch.
Sales / account manager
An inquiry comes in. You apply the order template that matches the event type, drop the quote template you like for this customer, change a few details, and the quote is on its way.
Kitchen manager
Templated structures mean familiar prep work. The standard wedding buffet is the standard wedding buffet, with predictable ingredient lists you can plan around.
Accounting
Templates use the same products and pricing structures consistently. Margins stay predictable, invoicing is straightforward because line items are familiar.