Qualify the inquiry
Collect event date, venue, guest count, duration, selected service, and special requests. Follow the lead through clear sales stages.
PickupDock for catering
Capture the brief, price the package, send a quote, collect a signature and deposit, and coordinate the event. Keep the final balance connected to the original agreement.
A workflow for your business
Collect event date, venue, guest count, duration, selected service, and special requests. Follow the lead through clear sales stages.
Build a quote with packages, add-ons, travel, taxes, and a deposit. Keep a record of each version you send and the version the customer accepts.
Capture a signature, collect the required payment, and confirm the booking according to your reservation rules. Assign the team and track the balance due.
Inside the workspace
The quote, signed agreement, event schedule, and payment obligations follow the customer into the booking. Staff can work from the same confirmed details.
June 18 · 9:00–12:00 · 75 guests
Use guests, hours, distance, date, package, and quantities to calculate an itemized recommendation. Review it before sending.
Retain the exact contract version signed, signer details, and timestamp alongside the accepted quote and booking.
Require a flat deposit, a percentage, or full payment. Customers pay through your connected Stripe account; PickupDock updates the status after Stripe confirms payment.
Before you get started
No. An inquiry or instant estimate is not a reservation. Your rules determine whether signature, deposit, or full payment confirms the booking.
Yes. Create and send a new version rather than silently overwriting the published quote. The accepted version remains part of the customer record.
Not yet. Deposits and balances are supported; a dedicated final-overage invoicing workflow is not currently available.
Start with your business
Create your account and set up your business workspace.