Pxier's event proposal software and catering proposal template

Pxier’s event and catering software stands a tier above the competition, offering a comprehensive cloud-based solution that requires no pre-installed software or additional hardware. With features like customizable event and catering proposal templates, customer relationship management tools, quotes, invoices, contracts, versatile payment methods, and digital signatures, Pxier empowers businesses to turn prospective clients into loyal customers.

Designed to streamline workflows and attract clients, Pxier’s event proposal software enables sales teams to create impressive, branded event proposals effortlessly. The cloud-based, mobile-friendly platform allows users to build colorful, detailed proposals from any web-enabled device, including smartphones and tablets, ensuring accessibility anytime, anywhere.

Pxier also brings flexibility and automation to event proposal creation, saving valuable time and effort. Features like electronic signatures enable clients to review and approve proposals online, making the process seamless and professional. With Pxier, your business can elevate client engagement and stay ahead of the competition.

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Clear & Precise Catering Proposal and Quotes

Clearly communicate your offerings and pricing with Pxier’s event proposal software. Provide your customers with detailed, step-by-step breakdowns of expenses, ensuring full transparency on inventory, services, and products. With the ability to set up customizable taxes, pricing options, and discounts, you can offer tailored packages to attract and retain clients.

Pxier’s event proposal software streamlines workflows, helping sales teams impress prospects, attract clients, and stand out from the competition. Generate colorful, detailed proposals effortlessly and save time with branded templates designed for events and catering. Accessible from any web-enabled device, Pxier’s cloud-based and mobile-friendly platform empowers you to create and manage proposals anytime, anywhere.

Packed with practical features, Pxier simplifies the proposal process by allowing you to import customer information from previous proposals and contracts, saving time and reducing manual data entry. Authorized personnel can easily send proposals with e-signatures, enhancing the professionalism and authenticity of your documents. Build functional, branded templates with Pxier’s leading event booking software and elevate your client engagement.

Pxier Catering and Event proposal software Features

  • Maintain multiple templates in one or more languages. Create or select pre-built beautiful event proposal templates matching your vision or website with Pxier event proposal software.
  • Use placeholders (tags) for company detail, customer information, hotel room reservations, food items, services, A.V Equipment, rental items, or products that will appear in desired sections of the proposal.
  • Completely customizable proposal document formatting.
  • Embed full or partial invoice or quote in proposal with or without tax information and grand totals.
  • Embed terms and conditions. Placeholders for custom policies if certain conditions vary between clients.
  • Include price class and payment terms for loyal and frequent catering and event customers.
  • Email proposals and offers directly from the Pxier software portal. Pxier event proposal software allows you to create and maintain multiple email templates which automatically pre-populate client and business details.
  • Email proposals and offers directly from the Pxier software portal. Pxier event proposal software allows you to create and maintain multiple email templates which automatically pre-populate client and business details.
  • Optionally include contract and e-signature on Proposals for your customers to sign contracts right from event booking or catering Offer/Proposal.
  • Get notifications when customers open email links or contracts signed electronically.
  • The complete history of past, current, and future proposals. Search, edit, copy event proposals on demand.

Catering or Event Contracts

Once your customer approves the proposal and all negotiations on costs and services are finalized, Pxier’s event proposal software simplifies the next steps. With just a few clicks, you can convert the proposal into a comprehensive contract and send it to the client digitally, making it easy to finalize agreements and seal the deal.

Pxier offers a range of stunning contract templates, just like its proposal templates. These contracts include all essential details, such as invoice summaries, charges, fees, order information, menu specifics, accommodation details, event schedules, and setup requirements, ensuring clarity and professionalism at every stage of the process.

Pxier contract Features

  • Multiple customizable event contract templates are available to choose from
  • Dynamically include business details, customer information, hotel room reservations, food items, services, A.V Equipment, rental items, or products.
  • Optionally include an overview of events together with the type of event, guest count, and when and where.
  • Optionally include an overview or detailed catering services for each event with serving time, quantity, and rate.
  • Include event package offers with items included.
  • Include event setup and product and service details with description, quantity, price, and special instructions.
  • Include an overview of all charges and costs. Display Sales Tax or VAT and add any other costs involved.
  • Choose catering contract terms from available and configured policies.
  • Upload once and Pre-populate your signature that appears on the contract.
  • Include multiple client initials and signatures sections as required for your business.
  • Optionally include sections for co-signer(s) signatures.
  • Email contracts directly from Pxier and upload signed a contract to Pxier cloud storage for future reference.
  • Build contracts within minutes with pre-defined configurations.
  • Copy existing contract as new and modify as required.
  • Complete recurring options, monthly, weekly, daily recurring options.

Cost-effective Electronic Signature for Events

Pxier integrates advanced e-signature technology into its platform, providing a secure and efficient way to authenticate contracts, invoices, and documents. These cryptographic tools offer enhanced security and trust compared to traditional e-signatures, ensuring reliable authorization for all your agreements.

With Pxier’s e-signature feature, clients no longer need to print, sign, and mail or fax documents. Instead, they can e-sign contracts digitally and return them within seconds. The system keeps you informed at every step, notifying you when the contract link is received, opened, signed, or even declined by a client. This tracking capability allows you to monitor proposals and contracts seamlessly, streamlining the approval process and ensuring efficient communication.

Pxier Electronic Signature Features

  • Pxier's electronic signature option is highly cost-effective, and NO need to pay for individual contracts or signatures.
  • Pxier e-Sign can be emailed to the client through the Pxier portal for the client to sign or, the client can sign at your premises using a PC, IPAD, or mobile device.
  • Our electronic signature software was completely mobile-optimized, and clients can sign the document using their mobile phone, tablet or PC, or Mac.
  • Pxier e-Sign allow you to configure for multiple signature and initials. For example, each paragraph must have initials and a signature at the bottom.
  • When customers open the e-signature link, sign the document, or refuse to accept conditions, they will get notifications.
  • Signed contract safely stored on Amazon cloud and available for you to access for future reference while the client can print when completed.
  • If mutually agreed to modify the signed contract, the Pxier portal allows you to cancel the signed contract and send it again to sign the altered contract.

Cloud storage

  • Pxier Portal integrated with Amazon cloud storage. This allows you to store any documents, images, or business files safely stored and accessible from anywhere on demand.
  • Our amazon backed cloud storage has ample space available to store the important document.
  • You can connect documents to your clients or client contract for easy drill down to track all documents.
  • Upload files can be shared with clients and colleagues easily.
  • Signed electronic signatures are automatically uploaded to Pxier / Amazon cloud storage for future references.

Customer and Lead history

Pxier offers advanced client and lead management features designed to streamline customer interactions and improve sales efficiency. These tools allow you to track client details, manage leads, and nurture customer relationships effectively. Additional features include:

  • Customer/Company and contacts: A company can have one or more contacts.
  • Client Dashboard: Quick overview of client's business information like how much confirmed or proposal amounts, loss ratio, etc.
  • Capture marketing attributes like lead source, industry.
  • Custom fields: create a custom field in addition to standard fields.
  • Upload files and logo to the customer profile.
  • Create running notes and comments for future reference. Keep a history of conversations.
  • Integration with outlook365 and read client email directly from Pxier portal.
  • Advance lead management options like rate lead, set status, create a task to contact the lead, create events to meet leads, notes, attachments.
  • Send emails to lead and track if they open the email, click the link, etc.
  • Convert the lead to customers.
  • Lead can be imported from external sources.

Proposal and contract history

  • Pxier event proposal software keeps all current, future, and last three years of proposals, contract in the system. If you would like to keep a longer history (for example, past seven years), it is feasible.
  • Pxier allows you to search any quote or proposals created in the systems by customer, company, phone number, email address, or reference number.
  • Any changes to contracts or, proposals can be tracked through our auditing. The audit process reveals the original value, the new value, the date and time of change, and who changed.
  • Past contact/proposals can be copied to create new proposals and contracts with few clicks and modify required information. This process helps you create new contracts in minutes.

Integrated email marketing

  • Pxier partnered with Amazon SES (email services) to send cost-effective but highly performing marketing emails through the Pxier portal.
  • Create and manage any number of email templates.
  • Email templates can be a simple text message or a well-formatted Html document with images and CSS information.
  • Custom tags are used in templates to personalize email for each customer.
  • Pxier integration allows you to target specific customer types, type events, recent customers, all customers, etc.
  • You can also upload an external list with an email address and name.

Walkthrough with specialist

Request a NO obligation and FREE demo of our Catering Software and Online module with our specialist today.

Our customer representatives will guide you through features relevant to your business. They will clarify any questions or concerns you may have regarding our solution for completely FREE!

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