Saffron & Oak: Catering

The event quote and tasting-request forms drop every inquiry straight into the catering CRM, tagged by event type (wedding, corporate, private celebration), guest count, and event date so your planners can prioritize peak-season bookings and follow up fast.

Clients log into a branded Event Portal to review their proposal and menu, e-sign the catering contract, confirm final guest counts and dietary restrictions, pay deposits and invoices, and message their event planner.

A searchable Help & FAQ panel slides in from the edge of every page. You configure the articles right in the builder — answer the repeat questions about service areas, minimum guest counts, dietary accommodations, staffing, and deposits before they ever become a phone call.

A configured chat widget ships on the theme from day one. Logged-in portal clients are matched to their CRM event record automatically, and after-hours inquiries about availability and pricing convert to email follow-ups for your planning team.