The manual quote and order workflow for custom cake sellers.
Cake Quote & Order Kit is the $27 template workflow for bakers who want better quotes, order forms, invoices, policy wording, reminders, and trackers before they move everything into CakePricr.
Use this if
You are quoting manually today and need the whole intake, quote, deposit, invoice, and follow-up flow in templates.
Use free tools first if
You only need one quick helper, like a pricing calculator, policy draft, or order form outline for one inquiry.
Use CakePricr if
You want the ongoing system for saved quotes, clients, deposits, balances, orders, and follow-up.
Sound familiar?
The “date is held” that wasn’t
They said yes. No deposit ever changed hands. Two weeks out, they vanish — and so does your Saturday.
The sob-story refund
You feel for them, refund the deposit… and find out later they booked someone else the whole time.
The “family price” ask
Your cousin’s coworker assumes the rate you quoted a stranger doesn’t apply to them.
What is included
- ✓Start-here guide — what to customize first, in order
- ✓Custom cake quote template — looks like it came from a real business, not a DM
- ✓Cake order form template — get the details before you price, every time
- ✓Cake invoice template — ask for what you're owed without the awkward message
- ✓Deposit and booking policy — so a date isn't "reserved" by a conversation alone
- ✓Cancellation and change language — decided before you're upset, not during
- ✓Payment reminder scripts — chase a balance without it feeling like begging
- ✓Inquiry and DM scripts — stop retyping the same questions every time
- ✓Cake inquiry checklist — never quote on incomplete information again
- ✓Pickup and delivery terms — no more day-of surprises about who's driving what
- ✓Order tracker CSV — every date, deposit, and balance in one place
- ✓Pricing worksheet CSV — know your number before the client asks
- ✓Wedding cake quote worksheet CSV — the order type most likely to get underpriced
Best way to use it
- 1Start with the guide so you know what to customize first.
- 2Use the inquiry scripts to collect details before quoting.
- 3Send a clear quote with price, deposit, balance, and terms.
- 4Move accepted jobs into the order form, invoice, and tracker.
- 5Upgrade to CakePricr when copying templates starts feeling repetitive.
$27 isn’t really the price.
One underpriced wedding cake costs you more than this kit ever will. One client who “forgot” the deposit costs you more than this kit ever will. There’s a saying among bakers: if nobody ever balks at your price, you’re undercharging. A clear quote and a real deposit policy are what let the right clients say yes—and let the wrong ones self-select out before they cost you a Saturday.
Manual first, software next.
The kit is for sellers who want a simple manual system today. CakePricr is the next step when you want saved quotes, clients, deposits, public requests, orders, and follow-up in one place.