Harbor Law firm lunch
$1.8k
42 guests · Aug 2
Review inquiry
PrepStation
For catering sales & ops
Quote with real margin Not a PDF that dies in email
One sales order holds a wedding weekend or a multi-drop week, shows live plate cost and margin before you send, and lets clients sign and pay online or build their own quote on your storefront. The same record runs production when they book.
No credit card required · Quote to confirm on one record · Cancel anytime
SO202607-0042
Riverside Holdings · Jul 13, 2026
Customer
Riverside Holdings
Source
Website
Fulfillment
Delivery · Midtown
Event
Jul 18 · 12:30 PM
Jul 18 · 12:30 PM
$1,677.00
Add another day
Herb chicken lunch package
GF roll-up · Grain salad · Chocolate tart
Order details
- Guests
- 86
- Payment terms
- Due now
- Client PO
- RH-0718
Cost Summary
- Subtotal
- $1,677.00
- Delivery Fee (zone)
- $45.00
- Total
- $1,722.00
- Est. Cost
- $982.12
- Est. Margin
- $739.88 (43%)
Why sales orders and quotes in PrepStation
01
Margin on the quote
Live recipe and modifier cost on every line—know food cost % before the client sees the number.
02
One record to confirm
Win the business without retyping guest counts, menus, or service times for kitchen and purchasing.
03
CRM to cash
Inquiries, quote sent, deposit paid, and confirmed order stay linked on the same sales order.
No credit card for the live demo
Quote and confirmed order on one record
Cancel anytime
Most quote tools close the sale. Then ops rebuilds the event from scratch.
PDF proposals, inbox threads, and CRM stages do not tell the kitchen how many covers, which modifiers, or what margin you actually sold.
One sales order
PrepStation quotes are ops records—guest counts, menus, fees, deposits, and plate cost stay attached when the client confirms.
Multi-day & multi-slot
One order for the whole event
Conference lunches, wedding weekends, and multi-drop corporate weeks stay on a single sales order—each day and service slot carries its own guest count, menu, and timing without splitting the quote.
- Sales order days with independent menus and headcounts
- Delivery and pickup slots per day on the same quote
- Event plan and staffing tied to the confirmed order
SO202607-0042
QuoteRiverside Holdings · Jul 18–20
-
Jul 18 · 12:30 PM
$1,677
-
Jul 19 · 8:00 AM
$2,340
-
Jul 20 · 11:00 AM
$1,248
- Add another day
Herb chicken lunch package
GF roll-up · Grain salad
From inquiry to confirmed order
Click a stage to see how PrepStation keeps the quote on one sales order from capture through confirmation.
Capture
Log the inquiry in CRM and open a draft sales order with customer, event date, and guest count—before you price a single line.
- Opportunity linked to the quote
- Customer and delivery details on the order
- Draft status until you are ready to price
Build quote
Add menu items, modifiers, and fees. Plate cost and margin roll up from live recipe costing—not last month’s spreadsheet.
- Per-guest and bulk lines on one order
- Modifiers with cost and price
- Deposit and payment terms on the quote
Send
Email a branded quote document or share a link for review. Status moves to quote sent while the record stays editable until acceptance.
- Quote PDF from the same order
- Public quote link for sign and pay
- Questions stay on the quote, even if they reply by email
Confirm
Client accepts online or your team confirms in the app. Production, purchasing, and delivery read the same order—no re-entry.
- Confirm without rebuilding kitchen sheets
- Payment and deposit tracked on the order
- Multi-day slots stay on one record
Walk a quote from draft to confirmed in the live demo.
Instant notify
New reply on SO202608-0011
Do you want gluten-free rolls on the tray? · Just now
Quote SO202608-0011
Riverside Catering · Los Angeles
Customer
West Hollywood Aquatics
Aaron Nicholas
Delivery
Aug 10, 2026 · 12:00 PM
Artisan Sandwich Tray
Turkey · Ham & Provolone · Chicken Avocado
$155.31
Questions about this quote
1Message the team working on your event. Replies show up here, and we email you when one arrives.
-
Aaron N. · Aug 13, 2:22 PM
Do you want gluten-free rolls on the tray?
-
Riverside · Aug 13, 2:24 PM
Yes. We can swap the rolls and keep the tray price.
On the quote, not a side inbox
Keep the conversation on the order
Clients ask on the quote page or reply to the email. Both land on the same sales order your kitchen already runs. The back office gets an instant in-app notification, so “can we swap the protein?” never dies in no-reply.
- Instant notify in the back office when a client replies
- Reply on the page or by email. Same thread on the quote
- CRM inquiries keep the same thread until a quote takes over
CRM pipeline
New Inquiry · Quote Sent · Accepted
New Inquiry
Quote Sent
Riverside Holdings
$3.4k
86 guests · Jul 18
Follow up
Westside Gallery
$1.1k
28 guests · Jul 22
Send revision
Accepted
Northside HQ weekly
$2.2k
60 guests · Recurring
Confirm deposit
CRM & pipeline
Track the pursuit. Price on the order.
Opportunities group inquiries; each quote is a sales order with real menu lines and margin. When the deal is won, you confirm the same record—the kitchen never waits on a forwarded PDF.
- Board stages from New Inquiry through Quote Sent to Won
- Quote value and guest count visible before you open the order
- Full-service caterer workflow from quote to delivery
Quotes that match how catering teams actually sell—then run the kitchen from the same record.
Quotes connect to the rest of the stack
Margin on the quote comes from recipe costing. Self-serve quotes and client reorders flow through your online storefront. Questions stay on the quote, the inquiry, or the invoice. See pricing for plans.
Describe the event. Roux writes the quote.
Give him the headcount, date, delivery time and dietary needs the way the client gave them to you. He builds the quote from your menu at your prices and splits multi-day events by day. Open him on the order and he reads the client's messages and proposes the changes, then sends, confirms or repeats the order.
Try asking Roux
- “Quote 60 for a breakfast meeting Friday at 8”
- “Apply what the client asked for in her last message”
- “Send the Harbor Tech quote”
- “Repeat last month's order for the 14th”
Roux proposes, you approve. Nothing saves until you do, and he only works in the apps you have turned on.
Roux
New quote
Quote breakfast for 60 at Northwind Legal on Friday, delivered by 8. Ten are gluten free. Coffee for everyone.
AI Tool
Using Sales Quote (drafting)
- Read your menu and prices
- Split 50 regular, 10 gluten free
- Delivery set for 8:00
Roux
Done. Breakfast for 60 at Northwind Legal, delivered Friday by 8.
Quote · Northwind Legal
Draft
Fri, Nov 13 · Delivery by 8:00 AM · 60 guests
| Item | Qty | Price | Total |
|---|---|---|---|
| Continental Breakfast Pastries, fruit, yogurt | 50 × | $12.50 | $625.00 |
| Gluten-Free Breakfast Box Gluten free | 10 × | $14.00 | $140.00 |
| Coffee Service Serves 12 | 5 × | $32.00 | $160.00 |
| Delivery and setup | 1 × | $45.00 | $45.00 |
Subtotal
$970.00
Changes waiting for your approval
- Create quote for Northwind Legal, 4 lines Leave out
Waiting
Approved, 1 change saved
Type your message...
Questions before you quote in the demo
Straight answers about sales orders, quotes, conversations, and margin.
Is the quote the same record the kitchen runs from?
Yes. Quotes are sales orders in PrepStation. When the client books, you confirm the same record—production, purchasing, packing, and delivery read it without re-entry.
Do I need a credit card for the live demo?
No. The live demo does not require a credit card. Build a sample quote and explore the workflow—cancel anytime.
Can quotes include live recipe and modifier cost?
Yes. Yield-aware recipe costing rolls vendor prices, prep recipes, and modifiers into plate cost on the quote—so you see margin before you send the proposal.
Does PrepStation handle multi-day and multi-slot events?
Yes. Guest counts, menus, service times, and delivery slots live on one sales order across days—so sales does not rebuild the event for each service.
Can customers sign or pay on a quote online?
Yes. Share a branded quote link so clients review, sign, or pay a deposit online. Storefront self-serve quotes land as sales orders too.
Can the client reply by email about a quote?
Yes. They can ask on the public quote page or reply to the quote email. Both land on the same sales order. The back office gets an instant in-app notification, so the question does not die in a side inbox.
How is this different from a catering CRM or PDF quote tool?
Most CRMs book the sale, then your team rebuilds the event in spreadsheets for kitchen and purchasing. PrepStation keeps inquiry, quote, margin, customer questions, and confirmed order on one ops record.
PrepStation
Send quotes with margin built in
Try the live demo—build a catering quote, see plate cost update, and confirm the same order for kitchen ops.
No credit card required · Cancel anytime