Sales
Send proposals that close themselves.
Drag-drop builder, A/B/C versions, merge-field templates, typed and drawn signatures, live BEO that stays in sync with the event. All in one document, one signature, one file.
What it does
A/B/C proposal versions
Offer three options side-by-side. Customer picks; your selected version auto-becomes the contract + living BEO.
Living BEO
Change the event (staff, equipment, timing) and the BEO regenerates. Two variants: staff copy with pricing + customer copy without.
E-signature with audit trail
Typed or drawn. IP + user-agent + consent-hash captured. Append-only signatures table — not even staff can edit after signing.
Merge fields + templates
Custom merge fields per tenant. {{tenant.*}} {{account.*}} {{contact.*}} {{event.*}} {{custom.<key>}}. Template library for proposal, contract, and BEO.
PDF output
Server-rendered via Puppeteer + @sparticuz/chromium. Pixel-perfect print, tenant-branded header + footer.
AI first draft (Premium)
Paste a customer email; get a full proposal draft with menu items pulled from your catalog, priced at margin floor.
Take a closer look
How it beats the alternative
Caterforia vs Caterease / Tripleseat
| Capability | Caterforia | Caterease / Tripleseat |
|---|---|---|
| A/B/C versioned proposals | native | hack or workaround |
| Living BEO (auto-sync) | manual re-export | |
| E-signature | included | add-on |
| AI first draft | Premium | no |
Ship proposals, contracts, beos this week.
$1 a month to start. Add AI when you're ready. Full export any time.