Template library

Private Chef / Catering

Client consultation, custom menu and quote, shopping and prep checklist, event execution record, and wrap-up feedback for private chefs and catering services

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Custom Menu & Quote

Based on our consultation, here is the proposed menu, beverage pairing, pricing breakdown, and terms for your event. Please review each course and confirm at the bottom of the page.

Engagement Header

Client name:

Event name:

Event date:

Guest count:

Service style:

Beverage Pairing

Welcome drink:

With appetizer:

With main:

With dessert:

Non-alcoholic alternatives:

Pricing Breakdown

Per-person food cost:

Per-person service fee:

Total per person:

Guest count:

Food + service subtotal:

Gratuity included

Tax:

Grand total:

Add-Ons

Rentals — list items:

Rentals — cost:

Additional staff hours:

Additional staff cost:

Floral / decor:

Floral / decor cost:

Specialty equipment:

Specialty equipment cost:

Payment Terms

Deposit %:

Deposit due date:

Balance due date:

Refund policy:

Cancellation 14+ days in advance — full refund of deposit

Cancellation 7+ days in advance — 50% refund of deposit

Allergen & Sourcing Disclosures

Shared kitchen — possible cross-contact with major allergens

Organic ingredients used where possible

Locally sourced ingredients where possible

Sourcing notes — farms, fishmongers, specialty suppliers:

Client Confirmation

Signature (typed):

Tap to sign

Draw your signature in the popup

Deposit method:

Deposit confirmation #:

Signed date:

Final Agreement

I approve the menu and agree to the terms above

Wonderful — we're locked in! Once the deposit clears, we'll begin sourcing and prep. Reach out anytime if you'd like to refine the menu before the event.

Use this template

About this template

The Custom Menu & Quote template is a ready-to-use form from Pocper's Private Chef / Catering pack. Customize the fields to match your workflow, then share a link so clients can complete it and upload documents in real time.

What's in this template

Custom Menu & Quote
Engagement Header
Menu
Beverage Pairing
Pricing Breakdown
Add-Ons
Payment Terms
Allergen & Sourcing Disclosures
Client Confirmation
Final Agreement

Frequently asked questions

What is the Custom Menu & Quote template for?

It's a structured form you send to clients to collect the information, documents, and signatures a private chef / catering workflow needs — without the back-and-forth of email.

Can I edit this template?

Yes. Import it into your Pocper workspace, then add, remove, or reword any field before sharing it. Every template is fully editable.

How do clients fill it out?

Course	Item	Description	Dietary tags
Welcome / Amuse-Bouche
Appetizer 1
Appetizer 2
Main 1
Main 2
Vegetarian alternative
Side 1
Side 2
Side 3
Dessert