Built around how your business works

Catering quotes, proposals, and contracts from menu to deposit

Menu items, guest counts, staffing, rentals, deposits, cancellation terms — catering paperwork with fields that match how events actually book. Use guided forms for weddings, corporate lunches, private parties, and recurring events, then reuse the same details across every document.

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Paperwork built for trade and service businesses — from first quote to final invoice. $99/year after your free month, one plan, no per-seat billing. Works alongside your existing CRM, dispatching, and accounting tools.

$99 per year after your free month · No credit card · One plan, no per-seat · Cancel anytime

Common jobs we help you document

Use guided paperwork for the jobs you quote, run, and close every week.

  • Wedding catering
  • Corporate lunches
  • Private parties
  • Drop-off catering orders
  • Recurring event service

Recommended caterer forms

Start with the document you need now, then reuse the same customer, site, scope, and pricing across the rest.

Caterer paperwork

Catering Quote
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Catering Proposal
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Catering Contract
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General documents

Invoice
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Receipt
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Change Order
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Sample document

Catering Quote

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Catering Quote
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Why this fits caterers

  • Event detail fields for guest count, venue, service style, and dietary requirements
  • Menu scope sections with per-item pricing, staffing needs, and equipment rental
  • Proposal format for presenting event packages with options and add-ons
  • Contract templates covering deposits, cancellation policies, and service guarantees
  • Quote structure that separates food, labor, rentals, and service fees

Covers documentation for event proposals, menu pricing, deposit agreements, and day-of execution records.

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From quote to change order to invoice

A simple paperwork flow for clear scope, cleaner approvals, and faster payment.

Step 1

Win the job

Start with a clear quote, estimate, bid, or proposal so the client sees the scope, price, and timing.

Recommended form: Catering Quote

Step 2

Run the work

Turn the approved job into work orders, contracts, reports, and crew paperwork without retyping the same details.

Recommended form: Catering Contract

Step 3

Handle changes

If scope or price changes, document it before extra work continues so everyone stays aligned.

Recommended form: Change Order

Step 4

Finish and get paid

Close the job with the final bill and supporting paperwork so you can get paid with less back-and-forth.

Recommended form: Invoice

Frequently asked questions

What documents does a caterer need for each event?

A quote or proposal for the client, a contract locking in menu, headcount, and payment terms, and an invoice after the event. Larger events benefit from a detailed scope attachment.

Can I include menu breakdowns and per-head pricing?

Yes. Catering forms support itemized menu sections with per-guest pricing, staffing costs, and rental line items.

Do the contracts cover deposits and cancellation terms?

Yes. The catering contract includes sections for deposit schedule, cancellation policy, and service guarantees.

Can I handle events with dietary restrictions and tiered packages?

Yes. Menu sections support dietary tags (vegan, gluten-free, allergen-free), per-guest pricing variations, and tiered packages with base menu plus optional add-ons.

Is it really free to try without signing up?

Yes. Open any document, fill the guided form, and download the PDF with no account required. Create an account only when you want to save jobs and reuse details across the paperwork flow.

Will the paperwork look professional enough to send to customers or GCs?

Yes. Every document generates as a clean, send-ready PDF with consistent formatting. Download the sample on the page to see the exact layout before you commit.

Do I need to replace my CRM, dispatching, or accounting software?

No. documentorium is the paperwork layer only. Keep the scheduling, CRM, dispatch, and accounting tools that already work for your business.

Pick the paperwork you need

Try the form, download the PDF, and start free when you want to save history and reuse details across the rest of the job.

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