Proposals & payments
Build proposals from your menu, send them for acceptance, invoice, and collect online.
4 articles
Send your first proposal
Build a proposal from your menu, add fees and tax, email it to your client for acceptance, and understand the lock-on-send lifecycle.
Connect your payouts
Link your Stripe account so clients can pay invoices online and money lands in your bank (a one-time setup).
Invoice and get paid
Turn an accepted proposal into a full, deposit or remaining balance invoice, email it to your client, then collect online with a Stripe pay link.
Draft proposals and replies with AI
Let Catertoo draft proposal line items, a cover note, or a message reply for you to review, edit, and send.