Question
How do I add a contract to an estimate for an event with Toast Catering & Events?
Answer
To add a contract and send an estimate to your guest, follow these steps:
In Toast Web, navigate to Catering & events > Orders > select the order that you wish to configure from the list.
Under the Catering orders section, select the order to get to the Catering order details page.
Scroll down to the Estimate & contract section.
Select the checkbox for Send estimate.
Select the checkbox for Add contract terms.
Under Contract terms, select the checkbox for Require signature if desired.
Enter your contract language into the text box below, and select + Add attachment to upload files if desired.
Note: If you’d like to configure default contract terms that will appear for all events, you can do so in your order type settings (navigate to Settings > Order types, edit your event order type, and scroll down to the Contract settings). The default can be overwritten on a case-by-case basis if needed.
Select Review estimate, and then send your estimate to your guest.
When your guest receives the estimate, they’ll see the contract terms with a Signature field at the bottom. After they type their signature, they can select Accept estimate and contract to acknowledge the terms.