Event Inquiry & Banquet Event Order (BEO) Generator
A done-for-you restaurant automation built for the Catering & Events Manager, connecting Jotform, DocuSign, and Calendly so the work below happens on its own.
What this automation does, step by step
Catering inquiries submitted via the website are automatically qualified (guest count, date, event type, budget) and the system generates a preliminary quote and schedules a discovery call on the events manager's calendar.
Once the event is confirmed and details are finalized, the BEO document is automatically assembled from the collected information and sent to the client for review and signature, eliminating hours of back-and-forth and manual document formatting.
- Jotform or Typeform (inquiry form)
- Zapier or Make.com
- Calendly (discovery call scheduling)
- PandaDoc or DocuSign (BEO generation)
- Google Sheets (event tracker)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Left to a person, this means a catering & events manager re-enters the same data more than once, double-checks it by hand, and still occasionally misses something. None of it is difficult, it's just slow, repetitive, and easy to fall behind on.
With this automation
- Instant first response by text and email on every new inquiry
- Follow-up cadences that stop the moment a lead replies
- Stalled-deal alerts before a pipeline quietly goes cold
- Clean CRM records without manual data entry
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