Catering Quote Template (Free, Printable)

Written for restaurants that cater, not catering companies: every line a buyer asks about, terms that protect your kitchen, and tables that paste straight into a spreadsheet.

This catering quote template gives your restaurant one format for every catering order: client and event details, itemized menu lines, delivery and service fees, totals, and the terms that protect your kitchen. Copy the whole quote or one section, paste the tables into a spreadsheet, or print it from your browser and save it as a PDF. It's part of our restaurant catering revenue guide.

Copy the whole template or one section, or print it from your browser (choose “Save as PDF” to keep a file).

Catering quote

[Restaurant name] · [Street address], [City, State ZIP] · [Catering phone] · [Catering email] · [Catering page URL]

Quote Details
Quote number [Q-0000]
Date issued [Month day, year]
Valid until [Month day, year]
Prepared by [Name, title]
Direct line [Phone or mobile]

Client and event details

Field Details
Client name [First and last name]
Company [Company or organization]
Email [Email]
Phone [Phone]
Billing contact and address [Name and address, or "same as above"]
PO number or cost center [If the client needs one on the invoice]
Occasion [Team lunch, training, client meeting, party]
Event date [Day, month date, year]
Delivery or pickup window [Window start] to [window end]
Serving time [Time guests start eating]
Headcount [Number of guests]
Service style [Drop-off / drop-off with setup / pickup / staffed]
Delivery address [Street, floor or suite, city]
On-site contact [Name and mobile number]
Access and parking [Security desk, loading dock, elevator, parking notes]

Menu

Item What's included and dietary labels Qty Unit Unit price Line total
[Package or item name] [What's in it] · [Kitchen-checked labels, such as V or VG] · Contains: [allergens] [Qty] [Per person / per tray / each] $[0.00] $[0.00]
[Package or item name] [What's in it] · [Labels] · Contains: [allergens] [Qty] [Unit] $[0.00] $[0.00]
[Package or item name] [What's in it] · [Labels] · Contains: [allergens] [Qty] [Unit] $[0.00] $[0.00]
[Side or salad] [What's in it] · [Labels] · Contains: [allergens] [Qty] [Unit] $[0.00] $[0.00]
[Dessert] [What's in it] · [Labels] · Contains: [allergens] [Qty] [Unit] $[0.00] $[0.00]
[Drinks] [What's included] [Qty] [Unit] $[0.00] $[0.00]
Food subtotal $[0.00]

Included with every order: [plates, napkins, cutlery kits, serving utensils]. Every box or tray is labeled with the dish name and the major allergens it contains, as checked by our kitchen.

Service, delivery and fees

Fee How it's charged Amount
Delivery [Flat fee for delivery zone or distance] $[0.00]
Setup [Flat fee, or "included"] $[0.00]
Staffing [Number] staff × [hours] hours × $[rate] an hour ([minimum] hour minimum) $[0.00]
Equipment and rentals [Chafing dishes and fuel, linens, serveware] $[0.00]
Service charge [Percent]% of the food subtotal; covers [coordination, equipment, delivery] $[0.00]
Fees subtotal $[0.00]

The service charge is mandatory and is not a tip or gratuity; any tip is optional, and the amount is up to you.

Totals

Line Amount
Food subtotal $[0.00]
Fees subtotal, including service charge $[0.00]
Discount or credit −$[0.00]
Subtotal before tax $[0.00]
Price per person before tax (food and fees) $[subtotal before tax ÷ headcount]
Sales tax at [rate]% ([city, state]) $[0.00]
Optional tip [Leave blank, or the amount you choose]
Total $[0.00]
Deposit due to reserve the date $[0.00]
Balance due $[0.00], due [on delivery / by invoice date]

Terms

  • Booking and deposit: To reserve the date, approve this quote and pay the deposit of [percent or amount] through the payment link. We'll send written confirmation after both are received. The deposit is refundable until [date or number of days before the event] and non-refundable after that.
  • Payment: We accept [card, ACH, check, invoice]. The balance is due [on delivery / a number of days after the invoice date].
  • Final headcount: Please confirm the final headcount by [time] on [day or number of days before the event]. After that we can add guests if the kitchen has capacity, and we charge for the confirmed headcount if fewer guests attend.
  • Menu changes: Menu changes are free until [day or number of days before the event]. Later changes depend on what the kitchen has already prepared.
  • Cancellation: Cancel before [date] and [the deposit is refunded]. Cancel after [date] and [the deposit is kept]. Cancel within [number] hours of delivery and [the full total is charged], because the food has been bought and prepared.
  • Delivery: We deliver within the window above. If no one is there to receive the order, or building access holds us up for more than [number] minutes, [what happens].
  • Food safety: Each label shows the time the food should be eaten or refrigerated by. Throw away anything left out past that time.
  • Allergens: Our kitchen handles [the major allergens you use: milk, eggs, fish, crustacean shellfish, tree nuts, peanuts, wheat, soy, sesame]. Before you approve this quote, tell us about any food allergy in your group: the allergen and the meals affected. Our kitchen manager will review it, and we'll confirm in writing what we can and can't do. We can't guarantee any dish is free of allergens.
  • Equipment: We'll collect [chafing dishes, serving equipment] at [time]. Missing or damaged items are charged at [replacement cost].
  • Quote valid until: This quote is valid until [date]. After that, prices may change with ingredient costs.

Approval

To reserve the date, approve this quote and pay the deposit through the payment link. We'll send written confirmation after both are received.

  • To approve: reply "Approved" to this email, or sign below.
  • To pay the deposit: [payment link]

[Alternative for approved account customers only. If your restaurant invoices approved accounts without a deposit, replace the lines above and the "Booking and deposit" term with this, and delete the deposit line from the totals: To reserve the date, approve this quote by replying "Approved" or signing below. We'll send written confirmation, and the order will be billed to your account on [invoice terms].]

Approval Client [Restaurant name]
Name __________ __________
Title __________ __________
Signature __________ __________
Date __________ __________
PO number __________

How to use this template

  1. Catering quote. Give every quote a number and a "valid until" date. The number ties the quote to the order and the invoice. The date gives you a natural reason to follow up.
  2. Client and event details. Fill in what the kitchen and the driver need, not just the date and headcount. A missing on-site contact, serving time or building-access note is what turns a drop-off into a late delivery.
  3. Menu. Put each package or item on its own line with its labels, the allergens it contains, quantity, unit and price. Use only labels and allergen codes your kitchen has checked against current recipes. Price office orders per person and party trays per tray. Build the prices from your food cost: the catering pricing calculator divides food cost per person by your target food cost percentage to give a price per person.
  4. Service, delivery and fees. Give delivery, setup, staff and rentals a line each, so the buyer can see what each one costs. If you add a service charge, say what it covers, and don't bill servers by the hour if the service charge already pays for them. The IRS says "a payment is a tip only if the customer voluntarily decides to pay it and determines the amount," so a mandatory charge is a service charge, not a gratuity. Ask your accountant how to run it through payroll, and check your state's disclosure rules.
  5. Totals. Keep the price per person before tax line: food and fees divided by headcount. Buyers often compare one restaurant's total with another's food-only price, and this figure makes the comparison fair. Show sales tax as its own line, and check with your accountant how your state taxes catering, delivery fees and service charges.
  6. Terms. Fill in every bracket once, then use the same terms on every quote, whoever writes it. Have a lawyer read them before the first one goes out.
  7. Approval. Use one booking rule everywhere: on the quote, the order form and your follow-up emails. The template's default is "To reserve the date, approve this quote and pay the deposit through the payment link. We'll send written confirmation after both are received." Approval can be a reply or a signature; the deposit goes through the link. If you invoice approved accounts instead, the template includes a marked alternative for those customers only. Don't send both versions to the same buyer.

Worked example: Say an office orders 25 boxed lunches at $18.00 per person. The food subtotal is $450.00. Add a $30.00 delivery fee and a 10% service charge on the food ($45.00), and the fees subtotal is $75.00, for $525.00 before tax. The price per person before tax is $21.00 ($525 ÷ 25). Sales tax at your local rate goes on its own line below that. These are example numbers to show the arithmetic, not a recommended price.

For published per-person ranges and the fees buyers expect to see, read how much catering costs.

Tips that win the order

  • Send the quote the same day. A buyer planning Thursday's lunch is often asking several restaurants at once. The first clear, complete quote sets the standard the others are judged against.
  • Offer two options, not one. Quote your recommended package and one alternative: a smaller headcount, a lower price point or a mostly vegetarian spread. A choice between two of yours beats a yes-or-no on one.
  • Repeat their dietary needs back. "Four vegetarian, one vegan, and our kitchen's answer on the peanut allergy" shows you listened, and it gives the buyer something to forward to colleagues.
  • Lead with the price per person. Office buyers budget by headcount, so put the per-person figure where they'll see it first.
  • Set the expiration date on purpose. A date a week or two out gives you a polite reason to check in before it lapses.
  • Follow up two days later. A quote that goes quiet often means a busy buyer, not a lost order. Email 2 in our catering follow-up email templates is written for exactly that moment.
  • Turn the yes into an order on the spot. Once the approval and deposit are in, send the written confirmation, fill in the detailed catering order form template, and confirm the headcount, address and on-site contact again two days before the event.

Who writes the quotes?

In a busy restaurant, quotes often get written after close by whoever has time. Kutlerri.ai's Catering Sales Agent answers catering inquiries by phone, email, text and web form, and drafts each quote from your catering menu and prices. You approve every quote before it goes out, and the agent then drafts the invoice and closes the order. Kutlerri is paid out of the catering revenue the agent brings in, not through a software subscription.

FAQ

What should a catering quote include?

Your restaurant's details, a quote number and an expiration date; the client, event date, serving time, headcount and delivery address; and each menu item with its quantity, unit price and dietary labels. Then list delivery, setup, staffing and any service charge as separate lines, the price per person before tax, sales tax on its own line and the total. Finish with terms for booking, the deposit, headcount changes, cancellation and allergies, and one clear booking instruction.

Is a catering service charge the same as a tip?

No. The IRS says a payment is a tip only if the customer voluntarily decides to pay it and determines the amount, so a mandatory service charge is not a tip. Call it a service charge on the quote, say what it covers, and keep any tip line optional. Ask your accountant how to handle service charges in payroll.

How long should a catering quote be valid?

Long enough for the buyer to get approval, and short enough that your ingredient costs won't have moved by the time they say yes. Put an exact date on the quote rather than a number of days, and check in before it expires.

What is the difference between a catering quote, a proposal and an invoice?

A quote prices one specific order. A proposal pitches an ongoing arrangement, such as a standing office lunch, with packages, pricing and terms. An invoice bills for an order the client has approved or received.

When is a catering order booked?

Set one rule and use it on the quote, the order form and every follow-up email. This template's default is: to reserve the date, the buyer approves the quote and pays the deposit through the payment link, and you send written confirmation after both are received. Approval alone, or a deposit without approval, doesn't book the date. If you invoice approved accounts instead, the template includes a clearly marked alternative for those customers.

How much deposit should a restaurant ask for on a catering order?

There is no standard amount. Set a deposit that covers what you would lose if the client canceled after you had bought and prepped the food, and state on the quote when it stops being refundable. If you invoice approved accounts without a deposit, use the template's marked alternative booking line for those customers only.

Sources

  1. Internal Revenue Service, Tip recordkeeping and reporting (tips vs service charges) (accessed October 8, 2026)