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INSIDE CATERSCALE

From a quote to an
approved kitchen plan.

Follow one booking from 40 guests to 60. See what your customer approves, what stays in history, and when the kitchen’s plan changes.

Real product screens. Fictional demonstration. These captures use a local demo workspace, not customer records or a testimonial. This CAD725 → CAD1,085 example is separate from the illustrated CAD1,575 booking on our homepage. These are catering quote amounts, not subscription prices.

01 / 40 guests · CAD725

Build the quote from your menu

Start with a saved menu item and the number of guests. This example has 40 portions of lemon herb chicken at CAD18 per person, plus CAD5 delivery and no tax.

The customer opens a proposal showing the menu, event details and total. This is the shared customer view before approval.

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Customer proposal for 40 guests, with lemon herb chicken, CAD5 delivery and a CAD725 total.

02 / Revision 1 · approved

Collect the customer’s approval

The customer reviews the proposal and confirms their approval online. The approved document keeps the details and price they agreed to.

Morgan Example has approved revision 1. The original 40-guest proposal still totals CAD725 after reloading.

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Customer confirmation showing Proposal approved for the original 40-guest CAD725 quote.

03 / 40 approved → 60 requested

Guest count changes? Keep the kitchen on the approved plan.

Office staff changes the booking to 60 guests. CaterScale flags that the saved changes need approval. The kitchen still works from the approved 40-guest revision until the replacement quote is approved.

The event header shows 60 guests; the production sheet still shows 40 portions from approved revision 1. Working edits have not changed the kitchen plan.

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Event changed to 60 guests with a Saved changes need approval warning and production still based on approved revision 1 for 40 guests.

04 / CAD725 preserved · CAD1,085 approved

Keep what was approved, even after a revision

Staff prepares and shares a new quote for 60 guests. After the customer approves CAD1,085, revision 2 becomes the current plan. The earlier approved quote remains available in history.

Revision 1 is selected here: its 40 guests and CAD725 total are unchanged. Revision 2 is marked as the current approved plan at CAD1,085.

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Quote history with revision 2 approved at CAD1,085 and the original approved revision 1 still showing 40 guests and CAD725.

05 / Revision 2 · 60 portions

Give the kitchen the approved quantities

The kitchen now sees the newly approved 60-guest plan, with prep quantities and packing items. Customer prices stay out of the kitchen view.

Need a paper working sheet? Use the free catering prep and packing checklist, or start with the quote template for the customer proposal.

This screen is before the kitchen acknowledges revision 2. Acknowledgment confirms the team has read the updated sheet and unlocks prep, packing and delivery controls.

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Kitchen production sheet for approved revision 2: 60 portions, ingredient quantities and packing items, awaiting acknowledgment without customer prices.

TRY IT WITH YOUR OWN MENU

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