Harbor Law firm lunch
$1.8k
42 guests · Aug 2
Review inquiry
Prep Station
For catering sales & ops
Quote with real margin Not a PDF that dies in email
Prep Station sales orders carry guest counts, menus, modifiers, and live plate cost—so quotes show margin before you send, and the same record runs production when the client books.
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 Prep Station
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
Prep Station quotes are ops records—guest counts, menus, fees, deposits, and plate cost stay attached when the client confirms.
From inquiry to confirmed order
Click a stage to see how Prep Station 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
- Expiration and terms from account defaults
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.
CRM pipeline
New Inquiry · Quote Sent · Engaged
New Inquiry
Quote Sent
Riverside Holdings
$3.4k
86 guests · Jul 18
Follow up
Westside Gallery
$1.1k
28 guests · Jul 22
Send revision
Engaged
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
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
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. Client reorders flow through your online storefront. See pricing for plans.
Questions before you quote in the demo
Straight answers about sales orders, quotes, and margin.
Is the quote the same record the kitchen runs from?
Yes. Quotes are sales orders in Prep Station. 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 Prep Station 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.
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. Prep Station keeps inquiry, quote, margin, and confirmed order on one ops record.
Prep Station
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