Real-world use case
Industry: Beauty & Wellness
Negotiating Custom Menus for Auckland Catering Co.
The problem
A corporate event manager wants an off-menu vegetarian buffet for 80 guests, and the quote must expire in 3 days.
How to configure it in Tuvy
- A corporate event manager wants an off-menu vegetarian buffet for 80 guests, and the quote must expire in 3 days.
- Service Name: Negotiating Custom Menus for Auckland Catering Co.
- Custom quotes are handled in the Enquiries inbox, not on the service creation page.
- Go to Enquiries and open the thread from PwC Corporate Events.
- Use the chat to confirm dietary limits and allergen counts.
- Click Draft Price Quote. Name it Custom Veg Buffet Extraordinaire, set the price to NZ$ 2,400.00, validity to 3 days, and the deposit to 25%.
- Direct Negotiation Chat: discuss the job, ask for site photos, and explain the terms in the thread.
- Quote Proposal Generator: turn the thread into a custom invoice.
- Validity Expiry Lock: the quote expires so an old supply price cannot be booked later.
- Open Enquiries and read the request, including guest count and location notes.
- Reply in the thread, or draft the estimate straight away.
- Turn on Auto Quote Reminders so a follow-up SMS goes out 24 hours before a high-value quote expires.
- The client accepted on their phone within 40 minutes, paid the deposit, and the date was locked on the calendar.
The result
The client accepted on their phone within 40 minutes, paid the deposit, and the date was locked on the calendar.