Restaurant Catering Request Form Template
Catering quotes fall apart on missing details: guest count, meal style, dietary needs, service level, and whether the venue even has a kitchen. This catering request form collects the whole picture up front and estimates per-person pricing as the customer answers, so your proposal goes out grounded in real numbers and the deposit follows the signed agreement.
Free plan, no credit card required. Built for restaurants, caterers, and hospitality operators.
forms.docotto.com/f/your-business
LiveContact Details
Full Name
Company or Organization
Email Address
Phone Number
Preview of this template's first step. Every question is editable in the builder.
What this template collects
4 steps, 18 fields. Customers only see the questions that fit their answers, and every field is editable in the builder.
Step 1: Contact Details
- Full Name (required)
- Company or Organization
- Email Address (required)
- Phone Number (required)
Step 2: Event Information
- Event Type (required)
- Event Date (required)
- Estimated Guest Count (required)
- Service Style (required)
- Event Location
Step 3: Menu and Logistics
- Menu Preferences
- Dietary Restrictions or Allergies
- On-Site Needs
- Consent (required)
Step 4: Service and logistics
- Service level
- The venue has no kitchen on site
- Power, prep space, and load-in notes
- Per-person budget
- When will you have the final guest count?
Built with food & hospitality details in mind
The starter fields are editable, but these examples show the industry logic, pricing, and follow-up this workflow can support.
Common fields to add
- Event type
- Event date
- Guest count
- Meal style
- Dietary restrictions
- Service level
- Venue kitchen access
- Delivery address
- Bar or beverage needs
- Budget range
- Final count date
Conditional logic examples
- If plated service is selected, show staff and service questions.
- If dietary restrictions are selected, show details and severity fields.
- If guest count exceeds threshold, route to event manager review.
- If venue kitchen is unavailable, show equipment and logistics questions.
Calculation examples
- Per-person estimate
- Service fee
- Delivery or travel fee
- Deposit amount
What happens after submit
A basic form builder stops here. DocOtto keeps going: every submission becomes a deal you can track from intake to signed and paid.
Lands on your board
The submission becomes a card on your pipeline the moment it arrives. Assign it, note it, and move it forward.
Customer gets a status page
Every submission gets a Living Link with your branding, so customers always know what happens next.
Contract goes out pre-filled
Create the agreement from your template, filled in with their answers, and send it for e-signature.
Deposit collected via Stripe
Request a deposit or full payment. When it lands, the card on your board moves forward on its own.
Suggested pipeline for this template
Use these stages as a starting point, then rename or reorder them to match how your team works.
- 1Inquiry received
- 2Menu review
- 3Proposal sent
- 4Contract pending
- 5Deposit paid
- 6Final count due
- 7Event scheduled
Contract and payment triggers
- Send catering agreement after menu and service level are approved.
- Collect deposit to hold the event date and begin planning.
Customer status examples
Example workflow
corporate lunch for 80
An office manager requests buffet catering for 80 with two vegan meals and no venue kitchen. The form reveals the equipment and logistics questions and estimates per-person pricing with the delivery fee. The inquiry lands in Menu Review, the proposal goes out, and the catering agreement follows. The deposit holds the date, and the Living Link shows menu review, agreement sent, deposit paid, and final count pending.
Why use DocOtto instead of a basic form builder?
Form builders collect responses and stop. DocOtto runs the whole middle: the pipeline that tracks every deal, the contract that fills itself in, the Stripe deposit that follows the signature, and the Living Link that keeps your customer in the loop. From intake to signed and paid, in one place.
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View templateFrequently asked questions
- Is the restaurant catering request form template free to use?
- Yes. Start on the free plan with no credit card, pick this template, and launch it in minutes. Upgrade only when you outgrow the free limits.
- Can I customize the questions?
- Yes. Every field, step, color, and logo is editable in the drag-and-drop builder. Add questions, remove them, or change the math, no code needed.
- What happens after someone submits?
- The submission lands on your pipeline board, the customer gets a Living Link status page, and from there the contract can go out pre-filled for e-signature and the deposit can be collected through Stripe.
- Can this form collect payments and signatures?
- Yes. Connect Stripe to collect deposits or full payments, and add e-signatures through an ESIGN-compliant process to the same workflow.
- How do customers find the form?
- Share it as a link, embed it on your website, print a QR code, post it on social media, or email it straight to your customer list.
- Can this catering form calculate a per-person estimate?
- Yes. Use guest count, meal style, service level, delivery, and add-ons to calculate an estimate and deposit.
- Can catering requests route to manager review?
- Yes. Large guest counts, plated service, complex dietary needs, or limited venue access can route the submission for review.
Launch your restaurant catering request in minutes
Pick this template, add your logo and pricing, and share the link. Every submission lands on your board, ready for the contract and the deposit.
Build your first workflow free. No credit card required.