Custom Cake Inquiry Checklist
A printable pre-quote checklist for collecting event, cake, design, delivery, budget, and policy details before sending a price.
Use this before giving a client a quote. The goal is not to make the client fill out a novel. The goal is to avoid pricing a vague idea.
Client Details
- Client name:
- Email:
- Phone:
- Best way to contact:
- Instagram/Facebook handle:
Event Details
- Event date:
- Event time:
- Occasion:
- Venue or pickup location:
- Pickup, delivery, or setup:
- Delivery/setup window:
Cake Details
- Number of servings:
- Cake size or tiers requested:
- Flavor:
- Filling:
- Frosting:
- Colors:
- Theme or inspiration:
- Message on cake:
- Dietary needs or allergies:
- Complexity level: simple / detailed / premium
- Reference photos received: yes / no
Business Details
- Budget mentioned:
- Rush order: yes / no
- Deposit required:
- Balance due date:
- Quote expiration date:
- Policy sent: yes / no
- Notes:
Before You Quote
Confirm these five things:
1. The serving count is clear. 2. The due date is possible. 3. Pickup or delivery is clear. 4. Design complexity is not being understated. 5. Deposit and balance terms will be included with the quote.
CakePricr Upgrade
If you are using this checklist more than a few times per month, move the inquiry into CakePricr so the client, quote, deposit, event date, and order notes stay together.
When this gets repetitive, move it into CakePricr.
Printable templates are useful for starting clean. CakePricr is the upgrade when you want to price the cake, save the quote, track deposits and balances, and keep the order organized after the client says yes.