Step 1
Send the quote
Give the customer a clear scope, price, and schedule in an estimate, bid, or proposal.
Recommended document: Catering Quote
Built for the jobs you run every day
Record menu items, guest count, dietary needs, staffing, rentals, deposits, venue logistics, and service times. With an account, reuse the event details across quotes, proposals, contracts, work orders, and invoices.
Estimates, work orders, reports, invoices, and other job documents for trade and service businesses. Download your first PDF before creating an account; the account includes 30 free days, then annual access to every document is $99 if you choose to subscribe.
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Choose a guided form for the work you quote, complete, document, and bill.
Start with the document you need now; with an account, reuse the customer, site, scope, and pricing in the documents that follow.
Documents for Caterer work
Documents useful for any service business
See the document
Covers documentation for event proposals, menu pricing, deposit agreements, and day-of execution records.
With an account, carry the same customer, site, scope, and pricing details through every document from quote to closeout.
Step 1
Give the customer a clear scope, price, and schedule in an estimate, bid, or proposal.
Recommended document: Catering Quote
Step 2
Reuse the approved quote details from your account in a work order, contract, or service report.
Recommended document: Catering Contract
Step 3
If the scope, price, or schedule changes, record the change and customer approval before work continues.
Recommended document: Change Order
Step 4
Finish with the service report, closeout document, and invoice the job requires.
Recommended document: Invoice
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.
Yes. Catering forms support itemized menu sections with per-guest pricing, staffing costs, and rental line items.
Yes. The catering contract includes sections for the deposit schedule, cancellation policy, menu and service details, staffing, rentals, and customer approval.
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.
Choose a document, complete the guided form, and download the PDF. You can finish those steps before creating an account; the account adds saved jobs and reusable details.
Each guided form generates a clean, consistently formatted PDF ready to send. Open the sample on the page to see its structure before you start.
Save estimates, work orders, and reports in your account, find them in history, and reuse customer and job details.
Complete the guided form and download the PDF before creating an account. An account then adds saved jobs and reusable details.
See the documents used by related trades and service businesses.