Reuse services and pricing rules
Build quotes from a catalog of services and add-ons. Use per-guest, hourly, or flat pricing where appropriate, and include applicable fees, discounts, and tax in the quote.
Catering proposal software
Catering proposals clients can explore, compare, and accept.
Turn your services and event details into a branded proposal with clear options, photos, and a path to booking. Keep the conversation and accepted quote together in Crema.
The short answer
What should catering proposal software help you do?
A catering proposal turns an inquiry into a specific offer: the services, guest count, event timing, add-ons, fees, and payment terms the client is considering. Crema combines a quote builder with a shareable customer page, so you can present options and record acceptance without rebuilding the offer in a separate document.
Built for event work
From your service catalog to a client-ready proposal
Use your own prices and packages. Crema helps assemble and present the offer; your team decides what to charge and which terms to include.
Present more than one option
Offer alternative packages in the same published quote page. Give clients clear line items and visuals so they can compare what each option includes before accepting.
Make the proposal feel like your business
Use your logo, brand colors, service photos, and optional gallery material on a mobile-friendly customer page. Keep the offer recognizable from your website to the proposal.
Keep questions beside the quote
Clients can message your team on the published quote. View tracking helps you see whether a proposal has been opened and decide when to follow up.
Connect acceptance and deposits
When your Square account is connected and quote checkout is enabled, clients can accept and pay through the booking flow. Your payment settings control deposit requirements and tipping.
Carry the accepted offer into the event
Keep the chosen quote with the lead, calendar, and event record so the team can prepare from the agreed services. Proposal creation is part of the wider catering CRM workflow.
Explore the full catering CRMA repeatable process
A practical catering proposal checklist
Before sharing a proposal, check the details the client needs to make a decision and the team needs to deliver it.
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Confirm the event brief
Check the date, venue, guest count, and service hours against the inquiry. Clarify access, setup, and other requirements with the client before finalizing the offer.
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Make inclusions explicit
Describe the selected services and add-ons, show quantities and pricing, and explain the difference between packages. Review any additional fees and payment terms.
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Review the customer page
Preview the proposal on a phone as well as a larger screen. Check your logo, photos, descriptions, and quote options before sending the share link.
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Follow through on acceptance
Answer client questions, monitor the quote’s status, and confirm the accepted services and payment status before coordinating staff and event tasks.
Straight answers
Catering proposal and quote-builder questions
Can I create catering quote templates?
Yes. Reuse saved quote templates and your service catalog as starting points, then adjust the event details, quantities, options, and fees for each inquiry. Review the final quote before publishing it.
Can a proposal include different catering packages?
Yes. A published quote page can present multiple quote options so the client can compare packages and accept the one that fits. Each option retains its own services and total.
Can I send a proposal without requiring online payment?
Yes. Quote acceptance and online checkout are configurable. If you do want to collect payment during booking, connect Square and enable checkout for published quotes.
Is a catering proposal the same as a catering CRM?
The proposal is the offer a client reviews. A catering CRM manages the relationship and event around that offer, including the inquiry, follow-ups, booking, calendar, and client history. Crema includes both in one workflow.
Can I try the proposal builder before choosing a plan?
Yes. Crema offers a 14-day free trial with no credit card required. Create a sample lead and proposal using your own services to check how the workflow fits your business.