Total Party Planner Automated Catering Quote Drafts
The moment a new catering inquiry comes in, WebRun opens Total Party Planner, builds a quote from your standard package pricing and the guest count on file, drafts a Gmail reply with the quote attached for you to review, and pings the owning rep in Slack.
How do I automatically draft a quote for a new catering inquiry?
WebRun reads every new catering inquiry the moment it's added and builds a quote in Total Party Planner from your standard package pricing and the guest count on file. It drafts a Gmail reply with the quote for review and alerts the owning rep in Slack, so every prospect gets a fast, accurate reply without anyone rushing the price.
- New inquiries get a draft quote ready within minutes
- Every quote uses your real standard pricing, not a rushed guess
- The owning rep gets alerted so no inquiry sits unanswered
Built for off-premise caterers · catering sales coordinators · catering business owners · event catering sales reps
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.totalpartyplanner.comin a real browser with your saved login - no setup, no API keys. -
1
Total Party Planner - build a quote from the new inquiry
totalpartyplanner.com
WebRun opens Total Party Planner to build a quote from the new inquiry. - Open Total Party Planner and open the new inquiry
- Match the event type, guest count, and date to your standard package pricing
- Build a draft quote with the package, add-ons, and estimated total
Done when A draft quote exists in Total Party Planner for the new inquiry.
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2
Gmail - draft the quote reply for the prospect
gmail.com
WebRun opens Gmail to draft the quote reply for the prospect. - Draft a reply to the prospect with the quote summary and next steps
- Reference their event date, guest count, and venue so it reads personal
- Save as a Gmail draft. Do not send without your review and approval
Done when A ready-to-send quote reply exists in Gmail for the prospect.
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3
Slack - alert the owning rep
slack.com
WebRun opens Slack to alert the owning rep. - Post the new inquiry to the sales channel with the draft quote total
- @-mention the rep who owns the account so they can review and send
Done when The owning rep has been alerted with the draft quote ready to review.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it send the quote to the prospect without a rep reviewing it?
No. The quote reply is saved as a Gmail draft and the rep gets a Slack alert. Nothing reaches the prospect until they review the pricing and click Send.
How accurate is the quote it builds?
It uses your standard package pricing matched to the event type and guest count on file, so the draft reflects your real rates. The rep can still adjust it before sending.
What if an inquiry doesn't fit a standard package?
It still builds a starting estimate from the closest package and flags it in Slack so the rep knows to review the pricing more closely before sending.
Related templates
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