Template

Catering & Event Sales Kit — Pricing Grid, Quote Checklist & Contract Starter (Interactive Quote Builder)

A ready-to-use kit with tiered menu packages, per-head costing and markup guidance, minimums, staffing and rental add-ons, deposit and cancellation terms, a starter contract you can adapt, a run-of-show checklist, plus an interactive quoting worksheet that captures quote data and stores submissions for follow-up and analysis.

Interactive Tool

Catering & Event Quote Builder — Interactive Kit

This interactive worksheet helps you standardize quotes, capture event data, and store proposals. Enter event details, cost line items, and your target margin to produce a suggested price per person and an overall quote summary. Save submissions so your team can follow up, track conversion, and refine pricing over time. Copy contract clauses from the template and adapt them before sending. Note: this form stores quote data but does not yet generate a PDF or legal contract—see CapabilityEnhancementNotes for integration ideas.

Name or organization (for sales tracking).
YYYY-MM-DD or descriptive (e.g., 'June 12, 2026 - Sunday brunch').
Venue name and full address (include onsite contact if known).
Choose the base package being quoted.
Final guarantee is due per contract. Use expected guest count for estimate.
Estimated ingredient cost per person (from recipe costing). Default examples: 6.50.
Apportioned prep & service labor per person. Default examples: 3.00.
Or use Delivery Fee flat field instead. Default examples: 0.80.
China, disposables, linens apportioned per guest. Default examples: 1.20.
Portion of fixed overhead to allocate per guest. Default examples: 0.50.
Add cost line items above. Formula: food + labor + transport + rentals + overhead. Enter manually or paste computed value from your calculator.
Typical 25–45% depending on service level. Enter as percent (e.g., 30).
Recommended formula: price = total_cost_per_person / (1 - margin%). Round for presentation (e.g., to nearest 0.25 or 0.50).
Booking minimum for this package or event. Default examples: 25.
Hourly rate for servers used in staffing add-ons. Include overtime rules in notes. Default examples: 25.
Typical onsite hours per server for event (e.g., 5). Use to calculate staffing add-on costs.
Enter flat delivery or travel charge instead of per-person transport when appropriate. Default examples: 50.
List one-off or location-specific fees to include in the quote (e.g., tent setup, power, parking).
Choose your deposit schedule; adapt for short lead times.
Copy or adapt sample cancellation policy from the template (for example: full refund >60 days, 50% 30–60 days, none <30 days).
Clear language about what's included, what is excluded, timing, and next steps to confirm booking.
Use to track lead source, salesperson, event type, or campaign.
Short client-facing paragraph you can paste into an email or proposal. Include price per person, minimums, deposit and guarantee terms.
Select Yes to store this submission for follow-up and analytics.
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