RestaurantForms

Catering order form: collect the details before you quote

A catering order form collects what your kitchen needs to quote an event: the date, the time and place, the headcount, and the food and service the customer wants. It records a request for a quote rather than a final order, so the price, any minimum and the deposit come from your own process once the details are clear.

Choose a variant

Pickup trays or on-site service

Pickup trays

The customer collects food at a set time and your team does not send staff or equipment to the event.

  • Remove: Pickup or delivery
  • Remove: Delivery or event address
  • Remove: Service equipment needed

On-site service

Your staff sets up, serves or clears at the event, so the team needs the address, timing and equipment before quoting.

  • Add: Arrival time for staff
  • Add: Event contact on site
A filled example

A completed request for an office lunch

Example only, not a real submission

Contact name
Sam Example (fictional)
Company or organization (optional)
Example Studio Team
Event date
Friday, November 6, 2026
Pickup or delivery time
11:30 AM
Headcount
35, final count to be confirmed by October 30
Pickup or delivery
On-site service
Delivery or event address
Second-floor room in the building next door (street address to follow)
Food and drink wanted
Mixed sandwich platters, one green salad, fruit and coffee service
Dietary and allergy needs for the group
Three vegetarian meals; one guest with a sesame allergy, please confirm with the kitchen
Field blueprint

Twelve fields to quote from, not to build a menu

FieldTypeRequiredWhy you ask it

Contact name

Short textRequired

The person your kitchen or sales lead will call about the quote.

Company or organization (optional)

Short textOptional

Shows whether the order is for a business, a school or a family, which changes the billing details and the setup.

Phone number

PhoneRequired

Lets your team confirm the details by phone before quoting.

Email address

EmailRequired

Gives both sides a written record of the request and the quote.

Event date

DateRequired

Sets the production day. A busy day may need a longer lead time or a shorter menu.

Pickup or delivery time

For example, 11:30 AM

Short textRequired

Sets when the food must be ready or on site. Write it as text.

Headcount

NumberRequired

Sets portion counts. An estimate is fine now, provided the customer confirms the final number by a date you set.

Pickup or delivery

PickupDelivery by our teamOn-site service
Single choiceRequired

Tells your team whether to plan a drop-off, a delivery run or a staff member on site.

Delivery or event address

Needed for delivery or on-site service. Leave blank for pickup.

Long textOptional

Lets the team check travel time, parking and access before quoting.

Food and drink wanted

Describe categories and quantities, for example 3 platters of sandwiches.

Long textRequired

Gives your team the categories and quantities to quote against your own price list.

Service equipment needed

Serving utensilsChafing dishes or warming equipmentPlates and napkinsCups and drink serviceNot sure yet
Multiple choiceOptional

Shows which items the customer expects you to supply, so you can quote them separately.

Dietary and allergy needs for the group

Name the food or ingredient and the number of people affected.

Long textOptional

Gives the kitchen time to plan around them before the quote. Allergies also need their own notice.

At a glance

12Fields
8Required fields
6Estimated time (minutes)

Estimate based on question types; actual completion time varies.

Mistakes to avoid

Four catering requests that go wrong after they arrive

Quoting from a headcount guess

An estimate given weeks ahead is useful for planning but not for final prep. Write down which number is an estimate, and set a date for the customer to confirm the final count.

Leaving out the address

A caterer who has a date and time but no address cannot judge access, parking or setup time. Make the address required for delivery and on-site service, and ask for a contact who will be there.

Treating the request as a final order

The form records a request for a quote, not a confirmed order. Do not tell the customer the event is booked until you have quoted it and agreed the terms through your own process.

Asking for every menu line in the form

A long line-by-line list is slow to finish and goes stale whenever the menu changes. Ask for categories and quantities, then build the order with the customer on a follow-up call.

After a response arrives

From request to a quote you can stand behind

  1. Review new requests at a set time

    Attain OS shows each request in a grid, and you can export the list as a CSV file. Processing runs as a scheduled hourly job in production, so set a fixed time each day to review new requests.

  2. Quote from your own list

    Build the quote from your menu, your equipment list and your own prices. The form does not hold prices or calculate a total, so the quote is written outside the form.

  3. Confirm the headcount and address in writing

    Ask the customer to confirm the final headcount and the address before your prep day. The form does not send that follow-up, so add the date to your own calendar.

  4. Record the outcome in your own book

    Note whether the customer booked, declined or needs another date. The grid keeps each submission, but the outcome belongs in the record your team uses for prep.

Frequently asked questions

Can the form give a catering price?

No. The form does not show prices or calculate a total. It collects the details your team needs, so you can write the quote from your own price list.

Is there a catering request form template?

A copy of this field list in your own document makes a workable draft. Keep the date, time, headcount, location and the food and service wanted, and drop anything you will not use to quote.

Can a customer order catering and pay on the same form?

No. Attain OS does not take payments, and the form has no card fields. Agree the terms with the customer after you quote, then handle settlement through your own process.

Is a catering request form the same as a catering order form?

They are used for the same job. This page treats the form as a request for a quote: the order is only confirmed after you have quoted it and the customer has agreed.

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How to build it

  1. Choose a category and a form type in the wizard. Answer three Atty Suggestions questions, then give the form a title. Atty builds the fields in the background. Edit the fields and ask Atty to refine them, then publish and share the /f/ link.

Attain OS BETA