Hi friends,
We use Honeybook for our catering business. In short, a typical client accesses a proposal that include:
- Client, date, location etc etc general type of information
- Menu and services
- Financials at the bottom
We essentially need a duplicate of the proposal that does not include financials that we can use to add staff members who will work the event. This document would then be exported as a PDF and send to individual staff members so they know the client, location, and what we are serving.
The key is that as the menu and services often change in the proposal, so they would need to be updated automatically in the “staffing” page.
We are hitting a wall finding a clean solution. Our menus and services are vastly different from client to client.
Thanks so much!!
