Catering & events
Draft proposals, menus, and deposit follow-up
Proposals usually slows down when event notes, pricing sheets, menus, proposal templates, deposit status, and client messages do not tell the same story, or when an event is ready for proposal or a deposit is missing before a deadline. Imagine keeps those sources in view, prepares a proposal draft, menu summary, deposit reminder, and open-question list, and separates the ready work from the judgment calls. After review, the approved update goes back to the proposal tool and payment record, so events move from inquiry to booked without rewriting the same details.
The manual reality today
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01
Too many tabs before proposals can move
event notes, pricing sheets, menus, proposal templates, deposit status, and client messages each hold part of the answer, so the team burns time piecing together what happened before they can respond.
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02
Proposals can stall until someone notices
When an event is ready for proposal or a deposit is missing before a deadline, the next step can sit until someone checks the right queue, thread, portal, or spreadsheet.
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03
The proposals history is hard to defend
Approvals, notes, and updates end up in side channels, making it hard to tell what was sent, what changed, and who signed off.
How Imagine handles it
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01
Read the proposals signals
Imagine watches event notes, pricing sheets, menus, proposal templates, deposit status, and client messages for new activity, stale items, and changes that affect the work.
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02
Separate routine proposals work from judgment
Messages, records, dates, and prior decisions are grouped so the next step starts with the facts already attached.
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03
Draft the next proposals touch
Imagine drafts a proposal draft, menu summary, deposit reminder, and open-question list using your rules, tone, and thresholds, then flags anything that needs judgment.
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04
Write the proposals result back
After review, approved actions are recorded in the proposal tool and payment record with the context, approver, and timestamp preserved.
Works with the tools you already run
- HoneyBook
- PandaDoc
- Stripe
- Square
- CaterZen
- Google Docs
What changes
Decisions around proposals surface sooner
Prep work and status checks run continuously, so the team sees the few items that actually need a decision.
Proposals communication feels less random
Each next step follows the same rules and cadence, so customers, clients, candidates, and vendors get a reliable experience.
The proposals record is easier to explain
Source context, approver, and destination update stay together, so the workflow is easier to audit or explain.
Frequently asked questions
How does Imagine handle proposals?
Imagine watches event notes, pricing sheets, menus, proposal templates, deposit status, and client messages, spots when an event is ready for proposal or a deposit is missing before a deadline, and prepares a proposal draft, menu summary, deposit reminder, and open-question list for review. Approved actions sync back to the proposal tool and payment record with the supporting context attached.
What parts of proposals can stay manual?
You decide what can move automatically and what needs review. Anything outside your rules is routed to the responsible person before the proposal tool and payment record is updated.
Which tools feed proposals?
This workflow can connect to systems such as HoneyBook, PandaDoc, Stripe, Square, CaterZen, Google Docs. Imagine works on top of those tools instead of replacing the system of record.
How does proposals feel different?
The team stops rebuilding status by hand. They open a queue that shows what changed, what is ready, and what still needs approval so events move from inquiry to booked without rewriting the same details.