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GoSeedly Catering Kit

Every event quoted,
staffed, and plated.

A caterer does not win an event with a stage name. It wins the event with a number, assembled line by line out of a menu and a headcount. Platter makes the quote sheet the main screen: menu lines on the left, the brief those numbers depend on on the right, in olive and white with serif course headings.

Checking access…See the interface
One-time purchase · USD · Your Seedly backend · Editable kit source

YOUR PLATTER QUOTE BUILDER

01 — QUOTE BUILDER
Catering quote builder with a status-grouped quote queue, menu lines by course, and the event brief, using fictional sample data

Actual interface captures with fictional sample data. Open a screenshot for a closer look.

TAKE A CLOSER LOOK

From the first inquiry to the day the food goes out.

One connected workspace, with views built around the decisions your team makes each day.

Quote builder in the GoSeedly Catering Kit with fictional sample records01 / Quote builder

The sheet is the work.

A quote queue grouped by recorded quote status sits beside the sheet, so the quotes waiting on somebody else come first. Selecting an event opens its menu lines next to its brief, with the recorded quote reference and the per-guest figure on a rule at the bottom.

A full quote sheet in the GoSeedly Catering Kit with fictional sample records02 / A full quote sheet

Courses, quantities, and a number that adds up.

Menu lines group under serif course headings with the per-person reference, the quantity and the recorded line reference in tabular figures. A line reference always equals the per-person reference times the quantity, and a line with no recorded price adds nothing rather than a zero.

Events in the GoSeedly Catering Kit with fictional sample records03 / Events

The whole book of events.

Every event in the selected pipeline as one table, with event type, recorded date and service time, venue label, service style, headcount, quote status, the menu line count and the recorded quote reference. Search across events, clients, venues and menu lines.

Prep board in the GoSeedly Catering Kit with fictional sample records04 / Prep board

What the kitchen owes each day.

Events with a recorded date grouped by day, upcoming days first and the days already past after them. Each day lists its events with their recorded prep tasks, their done flags and their staffing counts by role label.

Recorded menus in the GoSeedly Catering Kit with fictional sample records05 / Recorded menus

Everything you have already written down.

A menu library assembled from the quote lines recorded on the loaded events, grouped by course, with how many events recorded each item and the most recently recorded per-person reference. Each event also appears as a plain menu list.

Staffing in the GoSeedly Catering Kit with fictional sample records06 / Staffing

Who was written down, and when.

Recorded role labels, counts and call times per event, plus a roll-up of the same labels across the loaded events. These are records: nothing rosters a shift, checks availability or touches payroll.

Insights in the GoSeedly Catering Kit with fictional sample records07 / Insights

Read the quote book honestly.

Counts by stage, event type, service style and quote status, a recorded acceptance rate that excludes undecided quotes instead of inventing a zero, recorded quote references grouped by currency, and the recorded prep completion.

YOUR PROCESS, YOUR STARTING POINT

Useful structure.
Only what you choose.

4 pipelines and 9 workflow drafts. Add the parts that match your work, with a separate sample view for exploring the interface.

01 / FOUR PIPELINES

Choose your starting structure.

Use a ready-made stage sequence or connect drafts to a suitable existing pipeline.

  1. Event inquiries and quotes · 8 stages
  2. Confirmed events · 7 stages
  3. Corporate accounts · 7 stages
  4. Tastings and menu development · 7 stages
02 / NINE WORKFLOW DRAFTS

Give the next step a shape.

  • Inquiry response
  • Tasting scheduling
  • Quote follow-up
  • Deposit reminder note
  • Final headcount
  • Staffing confirmation
  • Prep list note
  • Event day check
  • Post-event review note

Native trigger, task, wait, and note nodes provide editable examples. Every draft stays inactive until you review and publish it.

03 / SAMPLE WORKSPACE

Explore before adding records.

Explore nine fictional events spread across the eight stages of the sample pipeline, from a wedding dinner already accepted to a gala being re-quoted and a wedding lunch that was declined, each with its menu lines, staffing counts and prep tasks. Example edits stay in the current page’s memory and reset on navigation or reload; sample events are never inserted into your CRM.

No sample customers are inserted into your CRM.

Starter setup checks selected kit additions before removal and preserves edited records and live work.

THE KIT, UNPACKED

Your workspace.
Your starting point.
Your code to edit.

An event is a native contact-linked opportunity with a namespaced event type, recorded date and service time, venue label, service style, headcount, dietary notes, quote record, next-step note, menu lines, staffing rows and prep tasks. The recorded quote reference stays separate from native opportunity value. Other custom fields are preserved.

Quote builder with a status-grouped quote queue beside a two-column menu and brief sheet
Line reference arithmetic enforced in the editor and again on the server, with unpriced lines adding nothing
Event book, prep board by recorded day, recorded menu library and staffing roll-up
Quote record rules for sent and decision dates, and a prep task that cannot be marked done without a due date
Archive-only prep tasks with stable IDs, while a menu line or staffing row can be removed deliberately
Olive and white Platter application frame with serif course headings and full CRM tools
Four optional pipeline templates and nine inactive workflow drafts
Nine fictional in-memory events with menu lines, staffing counts and prep tasks
Guided setup, compatibility report, and private rollback receipt
AI-agent documentation for customized installations
Original editable source, configuration, and tests
Read the installation guide

FROM KIT TO CONNECTED WORKSPACE

Check. Connect.
Make it yours.

01

Check your Seedly project.

Run the guided setup from the extracted kit. Supported integrations can be installed directly; customized integration files get a reviewed merge.

02

Connect the required helper.

Deploy the included helper from your authoritative backend source before connected edits. Build your web app, then choose any optional pipelines and drafts you need.

03

Set up your own team.

Edit company name, descriptor, and default pipeline name. Sign in with your account and verify the workflows and permissions your team uses.

Compatibility and operational details

Seedly CRM 5.8.4 · extension API 1. Node.js 20 or newer. The installer checks supported integration-file versions and does not deploy your web app or backend. The included original catering helper is required for connected creation, editing and starter setup. It preserves native account permissions and unrelated custom fields, re-checks the quote line arithmetic and the quote record rules, and compares the current record state before saving. It exposes no stage mutation at all, so pipeline stages stay in your CRM’s own views under your existing roles. Deploy the helper from your authoritative backend source before connected edits. Pipeline presets and workflow drafts remain optional.

Every number is a reference somebody entered, or arithmetic on what somebody entered. Nothing is invoiced, deposited, collected, signed or recognized as revenue. There is no inventory, purchasing, recipe costing or food cost percentage. Staffing rows are role labels, counts and call times that roster nobody and touch no payroll. Event dates, service times and call times reserve nothing and create no calendar entry. Nothing in the kit messages a client, a venue or a staff member. Totals are grouped by currency and never added across currencies. The pipeline stage stays your CRM’s own: the kit adds no stage model and no stage mutation, and the recorded quote status is a separate field.

Calling, messaging, signing, payments, and external integrations depend on your Seedly installation, account permissions, plan, and configured providers. Screenshots use sample data and reference imagery. Hosting, installation, and ongoing maintenance are your responsibility.

Checking access…

DEVLAUNCH ALL ACCESS

Every kit.
And everything else.

DevLaunch All Access includes every GoSeedly CRM kit, all 195 available today, along with every class, course, and product we release, and private calls with Aaron.

  • All 195 CRM kits

    Every published kit as original editable source, with optional pipelines, workflow drafts, and guided installers. Browse the kits

  • Every class, course, and product

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  • Private calls with Aaron

    Bring the idea, the offer, or the bottleneck, and leave with a plan you can follow.

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Want more than one kit? All Access covers the whole CRM kit library and the rest of what we make. See everything it includes on the All Access page.

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Already a member? Open your downloads.

For your own compatible Seedly CRM. Seedly software, hosting and installation services are separate. Each full-interface kit uses its own web installation.

BEFORE YOU MAKE IT YOURS

Good questions.
Clear answers.

How do I receive the kit?+

Purchase securely through Whop. Your original source ZIP and installation documentation are delivered manually to the email used at checkout. This is a one-time purchase of this kit; Seedly software, hosting, and installation services are separate.

Does this include Seedly CRM?+

You obtain and configure Seedly separately. The kit adds original frontend screens, a shared theme, starter definitions, and integration instructions. It does not include Seedly’s codebase, license, hosting, or a separate CRM database.

Is this one connected workspace?+

Platter keeps its catering navigation across the original event views and native CRM modules. Full CRM tools remain available within the same signed-in account and application theme. Contacts, Calendar, Estimates, Documents, and other full modules retain the functionality supplied by your own Seedly installation. Existing authored content and provider screens retain their own layouts.

Can I use it with existing customizations?+

Yes, with a compatibility review. The installer checks the supported integration files. Changed integration files need a reviewed merge; the included AI-agent guide explains how to preserve custom extensions, permissions, providers, and routes.

Do I have to import all the starter content?+

No. Choose individual pipelines and workflow drafts, use a compatible existing pipeline, or install none. Workflows remain inactive until reviewed and published. They use native triggers, internal tasks, optional notes, and timed waits. A wait does not verify task completion or recheck the current stage. The included drafts do not send customer messages.

Can I remove the examples and starter content?+

Sample records stay in memory and never create customers in your CRM. Leave sample mode to return to your account. Starter setup lets you review removal of unused kit additions; server checks retain edited or published workflows and pipelines with live work or references. Removing the frontend does not delete account records.

Can different subaccounts use different kits?+

The current design and branding apply to the whole web installation. Subaccounts still separate data and access. Use a separate web installation for another full-interface kit; running different kit designs by subaccount in one installation requires additional customization.

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