Instant Catering Inquiry Auto-Quote System
A done-for-you restaurant automation built for the Catering Sales Coordinator, connecting Jotform, Calendly, and Airtable so the work below happens on its own.
What this automation does, step by step
A catering inquiry submitted through the website form, guest count, event date, menu preferences, is instantly parsed and matched against a standing per-head pricing sheet, generating a starter quote with two or three available date options sent back to the prospect within minutes instead of the next business day.
The coordinator is notified immediately with the full inquiry details and a draft quote already attached, ready to refine rather than build from scratch.
Catering leads often request quotes from three competitors at once, so being the first to respond with real numbers, sometimes within five minutes of submission, has meaningfully increased the percentage of inquiries that turn into booked events.
- Jotform or Typeform (inquiry form)
- Zapier or Make.com
- Google Sheets or Airtable (pricing sheet)
- Gmail (auto-quote delivery)
- Calendly (date booking)
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
Manually, a catering sales coordinator is stuck doing repetitive follow-ups and data entry that could otherwise run quietly in the background. It's the kind of work that quietly eats hours every week.
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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