Original intake form
| Field | Customer entry | Why it matters |
|---|---|---|
| Name and preferred contact | ______ | Lets you clarify missing details |
| Event date and service time | ______ | Distinguishes production deadline from event start |
| Requested cake quantity and size | ______ | Defines what must be made |
| Flavor and filling | ______ | Identifies recipes and storage questions |
| Design description | ______ | Names finish, colors and paid details |
| Reference image and desired elements | ______ | Records inspiration without promising exact duplication |
| Pickup or delivery | ______ | Determines logistics |
| Venue address and access contact | ______ | Supports delivery planning |
| Dietary or allergy request | ______ | Triggers a separate feasibility and safety conversation |
| Budget range, if offered | ______ | Helps discuss scope; it is not your cost calculation |
| Outstanding questions | ______ | Keeps assumptions from becoming commitments |
| Bakery review and next step | ______ | Inquiry, clarification, estimate or decline |
Filled example: an inquiry, not a booking
Jordan requests one eight-inch lemon cake for an October 24 afternoon celebration. The design is pale yellow buttercream with a short inscription. Jordan prefers pickup at noon, supplies a contact number and asks whether a nut-related allergy request can be accommodated. The bakery status is CLARIFICATION NEEDED: inscription spelling, serving expectation and allergy feasibility must be discussed before quoting.
An allergy request is not an instruction to add an “allergen-free” promise. FDA guidance distinguishes labeling and allergen concerns, including cross-contact; do not infer that a shared kitchen can safely accommodate every request. Confirm the relevant requirements and your actual production capabilities. B02
Review the request in four passes
First, check schedule and production capacity. Second, clarify size, servings and design without assuming a picture answers every question. Third, review pickup or delivery conditions. Fourth, decide whether dietary or allergy requests can be responsibly accommodated; decline requests you cannot fulfill.
Only then cost the work and issue an estimate. Keep intake, quoted scope and final confirmed scope as separate dated records. If the customer changes the inscription or delivery time, update the order record rather than relying on a message buried in a chat.
Practical limits
Collect only the contact and service details you need. Do not ask customers to submit medical records. This form is neither a legal contract nor a food-safety assessment, and it does not replace required labels or local rules. Location-specific business requirements need separate verification. B03
Baker Quote — $29 one-time connects confirmed recipe and order details to costing and customer quotes. This intake form gives you the information to begin that process; it does not promise that Baker Quote supplies legal or allergy compliance review.