All proposal details are automatically carried into Event Manager – so you never have to type the same thing more than once.
Instantly convert any proposal into an actual event, and simultaneously (or separately) convert the lead into an active client – all with a couple of clicks of the mouse. Copy entire proposals with a single mouse click to make minor changes and generate an updated quote. Add the Document Builder Package to create custom email merge letters, and hours of detailed correspondence can be completed in moments!Ĭreate unique proposals – including menu items and detailed financial breakdowns – and then generate or email custom prints for your lead to review.
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Call leads or email individually (or – in the Professional version – in batch) and then instantly make a detailed history note that is automatically date and time stamped. Caterease has everything you need to simplify your busy workday.Īdd or even import any number of prospective leads, and manage their statuses, track necessary next actions and easily report on any information.
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No longer will you have to open one software program after another. With Caterease Document Builder, all of your favorite word processing tools are available at your fingertips – inserting images, creating tables (with or without borders), checking spelling, formatting fonts, etc. The handy Merge Table Wizard lets you quickly insert specific information – menu items, staffing, payments, ingredients, and more – exactly where you want it. Go far beyond the templates available in the program’s Print Designer by creating custom merge documents from a blank white page with any look and feel you want. In addition to custom merge letters, the Document Builder Package also lets you create any number of completely custom event prints – either for your customers or for your back-of-house team. And your fingers never even have to touch the keyboard! Choose any custom letter to be printed or emailed from any event or even an entire GROUP of events, and it will look completely customized for each individual customer.
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It has a user-friendly interface and can guide users through each of its features.Īlthough QuickBooks is one of the most widely used brands of accounting software, some other brands of software are considered to provide more transparency in calculations, better audit trails, lesser upgrade fees and better deletion history than QuickBooks.Create detailed, custom letter templates for printing or even for use in email correspondence – peppering them with merge fields that dynamically pull specific information directly from the event. Integration with other applications is also a big advantage of QuickBooks.
It can also help save time and effort for business owners by automating their signatures (which is scanned and uploaded for use) on business checks. Another benefit of QuickBooks is in the availability of ready-to-use templates to create charts, business plans, invoices and spreadsheets. QuickBooks is upgraded and updated on a regular basis by Intuit.Įven for business owners and users who lack financial or accounting background, QuickBooks is generally considered easy to use and understand.
A cloud solution called QuickBooks Online is also provided by Intuit in which the user can access the software with a secure logon by paying a subscription free. QuickBooks also has help functions and other functionalities like pre-authorization of electronic funds and time tracking options for employees. Better mail functionality with Microsoft Outlook.Remote payroll assistance and outsourcing.Intuit has included many Web-based features in QuickBooks, including:
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