03-28-2023 03:12 PM
Would it be possible to convert a lead form with relevant items directly to an estimate to be sent to a customer? Example of this would be,
Customer selects Items 1 & 2 that have a price associated with it, we click convert and forward back out for approval and down payment.
03-28-2023 03:48 PM
Might be a good question for the Catering and Events ama https://community.toasttab.com/t5/restaurant-operations/trip-here-let-s-chat-about-catering-and-even...