Group Sales and event documents (BEO)

Sherri Graff
Sherri Graff
Fifth Anniversary
in Blackbaud Altru® General Discussions
For all those who sell private events on your property - how (if at all) are you using Altru for event documents?  

We not only generate space contracts, but also create a document with food & beverage sales, set up details, hosted parking etc.  I currently use a catering software for this (Tripleseat) and am being challenged on a way to create the same style documentation, sales tracking, e-signatures & payment etc in Altru.


Any thoughts or do most use Altru for just contract/billing but another program to do the rest.  I have attached what my clients are used to seeing.  


Thanks for any thoughts!
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Comments

  • Breanne Leach
    Breanne Leach
    Ninth Anniversary Kudos 2 Name Dropper Participant
    We're only just getting our facility rentals into Altru, so right now we are still doing most of our work outside of Altru and just using Altru for payments.

     

    However, our plan going forward is to clear the contract we generate in Altru (keeping it saved as a pdf on the reservation) to allow us to generate additional documents (like food and beverage or an invoice). We hope to use the itinerary for set-up details, but we do anticipate still doing some of the manual work we already outside Altru and then just uploading it to the reservation to have the details and record-keeping in one place.

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