Cake & Cookie Order Form + Quote

Take custom orders like a pro. This order form and quote template keeps every detail in one place and adds up the totals for you.

Two Versions Included

1) Spreadsheet (.xlsx) for Excel or Google Sheets

• Switch the heading between QUOTE, ORDER FORM, ORDER CONFIRMATION and INVOICE
• Customer details, occasion, event date, pickup or delivery, time and servings
• 10 order lines: item, flavor, filling/frosting, design notes and quantity
• Pick items from your own price list - the price fills in automatically (or type a custom price)
• Auto totals: subtotal, discount, delivery fee (base + per mile), extra fees, sales tax, order total
• Deposit required (your %), deposit paid, balance due, balance-due date and payment status
• Quotes show a 'valid until' date
• Allergy/dietary notes, cake message and design inspiration
• Your terms and a signature line
• Prints neatly on one US Letter page

2) Printable + fillable PDF (2 pages)

• Custom Order Form and Price Quote pages
• Type into the fields on screen or print and fill in by hand

Easy To Use

• 'How to Use' tab with step-by-step instructions
• Yellow cells = type here, white cells = locked formulas (no password)
• Fictional EXAMPLE order included so you can see the totals working

Works In

Microsoft Excel, Google Sheets (free) and any PDF reader.

What You Get

1 .xlsx file + 1 PDF file

Please Note

• This is a DIGITAL DOWNLOAD. No physical item will be shipped.
• Example data in the files is fictional and clearly marked.
• These tools are for planning and record-keeping and are not legal, tax or financial advice.
• Colors may look slightly different on different screens and printers.

License

For use in your own business. Please do not share, resell or redistribute the files.

Ai Disclosure

This listing was created with AI assistance. I used AI tools to help build the spreadsheet formulas and layouts, draft the instructions and listing text, and generate the preview images. Every file was then reviewed, tested with example data and finalized by me before listing.