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Wholesale accounts, cake orders and allergen labels, from one link.

Cake orders, allergen details and wholesale forms arrive as messages, photos and voice notes. Docsroom asks each person once, gives them their own link and reminds whoever has not replied.

7 templates80 requestsWritten for bakeries

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Seven templates for bakeries

Open a template to see every request in the order it is asked, and watch it written in and answered.

Cake order starter checklistfor cake customers · once they ask for a cake12 requests12 requests
Cake order starter checklistFarrell 40th · two-tier cake9 of 12 back
  • The cake
  • FormCake detailsdate, size and servingsAssigned to EFEllie Farrell, customerFrom Emmain 2 daysComplete
  • DecisionSponge flavourpick from our listAssigned to EFEllie Farrell, customerFrom Emmain 3 daysComplete
  • QuestionStyle and colourstheme, colours, decorationAssigned to EFEllie Farrell, customerFrom Emmain 3 daysReady to check
  • UploadInspiration photoa screenshot is fineAssigned to EFEllie Farrell, customerFrom Emmain 3 days2 files sent
  • QuestionWords on the cakename, age or messageAssigned to EFEllie Farrell, customerFrom Emmain 4 daysComplete
  • Allergies and diet
  • QuestionAllergies to avoidnames and what to avoidAssigned to EFEllie Farrell, customerFrom Emmain 4 daysAwaiting reply
  • QuestionDietary needsvegan, eggless or otherAssigned to EFEllie Farrell, customerFrom Emmain 4 daysReminder sent
  • ApprovalAllergen noticeread and approveAssigned to EFEllie Farrell, customerFrom Emmain 4 daysComplete
  • Collection and payment
  • DecisionCollect or deliverpick oneAssigned to EFEllie Farrell, customerFrom Emmain 4 daysReady to check
  • QuestionDelivery addressonly if we deliverAssigned to EFEllie Farrell, customerFrom Emmain 4 daysReady to check
  • UploadDeposit payment receipta screenshot is fineAssigned to EFEllie Farrell, customerFrom Emmain 5 daysComplete
  • ApprovalCake order termsread and approveAssigned to EFEllie Farrell, customerFrom Emmain 5 daysAwaiting reply
Staff starter checklistfor new bakers and counter staff · before their first shift12 requests12 requests
Staff starter checklistAmira Khan · baker9 of 12 back
  • About you
  • QuestionRight to work share codenine charactersAssigned to AKAmira Khan, bakerFrom Emmain 3 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to AKAmira Khan, bakerFrom Emmain 3 daysComplete
  • QuestionEmergency contactname and numberAssigned to AKAmira Khan, bakerFrom Emmain 4 daysReady to check
  • Pay and contract
  • FormBank and tax details6 questionsAssigned to AKAmira Khan, bakerFrom Emmain 4 daysReady to check
  • QuestionNational Insurance numberone lineAssigned to AKAmira Khan, bakerFrom Emmain 4 daysComplete
  • ApprovalEmployment contractread and approveAssigned to AKAmira Khan, bakerFrom Emmain 5 daysAwaiting reply
  • Bakehouse and safety
  • UploadFood hygiene certificatelevel 2, if you have oneAssigned to AKAmira Khan, bakerFrom Emmain 5 daysReminder sent
  • UploadAllergen trainingcertificate, if anyAssigned to AKAmira Khan, bakerFrom Emmain 5 daysComplete
  • FormFlour dust health form5 questionsAssigned to AKAmira Khan, bakerFrom Emmain 6 daysReady to check
  • ApprovalOvens and slicer safetyread and approveAssigned to AKAmira Khan, bakerFrom Emmain 6 daysReady to check
  • DecisionShift patternearly, day or lateAssigned to AKAmira Khan, bakerFrom Emmain 6 daysComplete
  • QuestionTravel for early startshow you will get inAssigned to AKAmira Khan, bakerFrom Emmain 7 daysAwaiting reply
Wholesale customer account setupfor wholesale customers · before their first order11 requests11 requests
Wholesale customer account setupCopper Kettle Café · new account9 of 11 back
  • The business
  • FormBusiness details6 questionsAssigned to PWPaul Whitfield, shop ownerFrom Emmain 3 daysComplete
  • QuestionWho places ordersname and phoneAssigned to PWPaul Whitfield, shop ownerFrom Emmain 3 daysComplete
  • QuestionVAT numberif you are registeredAssigned to PWPaul Whitfield, shop ownerFrom Emmain 4 daysReady to check
  • QuestionTrade referenceanother supplier of yoursAssigned to PWPaul Whitfield, shop ownerFrom Emmain 4 daysReady to check
  • Orders and delivery
  • TableStanding orderproduct and days neededAssigned to PWPaul Whitfield, shop ownerFrom Emmain 4 daysComplete
  • DecisionDelivery windowbefore 7, 7 to 9, or laterAssigned to PWPaul Whitfield, shop ownerFrom Emmain 4 daysAwaiting reply
  • QuestionAccess for deliverieskey safe or back doorAssigned to PWPaul Whitfield, shop ownerFrom Emmain 5 daysReminder sent
  • QuestionDays you are closedso we skip deliveriesAssigned to PWPaul Whitfield, shop ownerFrom Emmain 5 daysComplete
  • Terms and allergens
  • QuestionAllergen updates go toname and emailAssigned to PWPaul Whitfield, shop ownerFrom Emmain 5 daysReady to check
  • ApprovalWholesale termsread and approveAssigned to PWPaul Whitfield, shop ownerFrom Emmain 6 daysReady to check
  • DecisionHow we invoiceweekly or monthlyAssigned to PWPaul Whitfield, shop ownerFrom Emmain 6 daysComplete
Allergen and label checkfor the head baker · before any new product goes on sale10 requests10 requests
Allergen and label checkAutumn range · label check8 of 10 back
  • The recipes
  • TableNew and changed productsproduct and what changedAssigned to RBRob Bailey, head bakerFrom Emmain 3 daysComplete
  • UploadSupplier spec sheetsfor main ingredientsAssigned to RBRob Bailey, head bakerFrom Emmain 4 daysComplete
  • QuestionCross-contact risksshared oven, bench, tinsAssigned to RBRob Bailey, head bakerFrom Emmain 4 daysReady to check
  • The labels
  • TableAllergens in each producta row for each new productAssigned to RBRob Bailey, head bakerFrom Emmain 5 daysReady to check
  • QuestionMay contain wordingwhat the label saysAssigned to RBRob Bailey, head bakerFrom Emmain 5 daysComplete
  • UploadLabel samplesphotos of finished labelsAssigned to RBRob Bailey, head bakerFrom Emmain 6 daysAwaiting reply
  • UploadCounter allergen cardas customers see itAssigned to RBRob Bailey, head bakerFrom Emmain 6 daysReminder sent
  • Before it sells
  • ApprovalLabel approvalread and approveAssigned to RBRob Bailey, head bakerFrom Emmain 7 daysComplete
  • QuestionCounter staff briefedwho, and whenAssigned to RBRob Bailey, head bakerFrom Emmain 8 daysReady to check
  • QuestionFirst day on salethe date it goes liveAssigned to RBRob Bailey, head bakerFrom Emmain 8 daysReady to check
Ingredient supplier setupfor ingredient suppliers · before the first order11 requests11 requests
Ingredient supplier setupWheatfield Mills · new supplier9 of 11 back
  • Their details
  • FormSupplier details6 questionsAssigned to ADAnil Desai, sales repFrom Emmain 3 daysComplete
  • UploadPrice listcurrentAssigned to ADAnil Desai, sales repFrom Emmain 4 daysComplete
  • QuestionDelivery daysand cut-off timeAssigned to ADAnil Desai, sales repFrom Emmain 4 daysReady to check
  • Ingredients
  • UploadAllergen informationfor every productAssigned to ADAnil Desai, sales repFrom Emmain 6 days2 files sent
  • UploadProduct specificationsgrade and originAssigned to ADAnil Desai, sales repFrom Emmain 6 daysComplete
  • QuestionBatch traceabilityhow lots are trackedAssigned to ADAnil Desai, sales repFrom Emmain 7 daysAwaiting reply
  • QuestionRecall contactname and night numberAssigned to ADAnil Desai, sales repFrom Emmain 7 daysReminder sent
  • UploadFood safety certificateBRCGS, SALSA or similarAssigned to ADAnil Desai, sales repFrom Emmain 7 daysComplete
  • Terms
  • UploadBusiness insurancecertificateAssigned to ADAnil Desai, sales repFrom Emmain 8 days1 file sent
  • QuestionSmallest orderbag sizes and minimumsAssigned to ADAnil Desai, sales repFrom Emmain 8 daysReady to check
  • ApprovalTrade termsread and approveAssigned to ADAnil Desai, sales repFrom Emmain 9 daysComplete
Bakery safety and insurancefor the bakery · each year, before renewal12 requests12 requests
Bakery safety and insuranceMillers Lane Bakehouse · yearly pack9 of 12 back
  • Insurance
  • UploadPublic and products liabilitycurrent certificateAssigned to SBSue Bailey, ownerFrom Emmain 7 daysComplete
  • UploadEmployer’s liabilityif you have staffAssigned to SBSue Bailey, ownerFrom Emmain 7 daysComplete
  • UploadDelivery van insuranceif you deliverAssigned to SBSue Bailey, ownerFrom Emmain 8 days1 file sent
  • Bakehouse safety
  • UploadGas safety certificateovens and hobsAssigned to SBSue Bailey, ownerFrom Emmain 9 days2 files sent
  • UploadOven service recordlatest visitAssigned to SBSue Bailey, ownerFrom Emmain 9 daysComplete
  • UploadFlour dust risk assessmentsigned and datedAssigned to SBSue Bailey, ownerFrom Emmain 10 daysAwaiting reply
  • UploadDust extraction testif you have extractionAssigned to SBSue Bailey, ownerFrom Emmain 10 daysReminder sent
  • UploadFire risk assessmentsigned and datedAssigned to SBSue Bailey, ownerFrom Emmain 10 daysComplete
  • Food safety
  • UploadFood hygiene ratingcertificate or letterAssigned to SBSue Bailey, ownerFrom Emmain 12 days1 file sent
  • UploadPest control reportlatest service visitAssigned to SBSue Bailey, ownerFrom Emmain 12 days2 files sent
  • UploadFridge and freezer logphoto of this monthAssigned to SBSue Bailey, ownerFrom Emmain 14 daysComplete
  • ApprovalHealth and safety policyread and approveAssigned to SBSue Bailey, ownerFrom Emmain 14 daysAwaiting reply
Wedding cake booking packfor wedding couples · after the enquiry, before the tasting12 requests12 requests
Wedding cake booking packReid wedding · three tiers9 of 12 back
  • The cake
  • FormWedding cake detailsdate, tiers and servingsAssigned to CRCharlotte Reid, brideFrom Emmain 3 daysComplete
  • DecisionIcing stylebuttercream or fondantAssigned to CRCharlotte Reid, brideFrom Emmain 5 daysComplete
  • QuestionFlavour for each tierone flavour per tierAssigned to CRCharlotte Reid, brideFrom Emmain 5 daysReady to check
  • UploadInspiration photosa few is plentyAssigned to CRCharlotte Reid, brideFrom Emmain 5 days2 files sent
  • Allergies and booking
  • QuestionAllergies to avoidnames and what to avoidAssigned to CRCharlotte Reid, brideFrom Emmain 5 daysComplete
  • DecisionTasting sessionpick a slotAssigned to CRCharlotte Reid, brideFrom Emmain 6 daysAwaiting reply
  • UploadDeposit payment receipta screenshot is fineAssigned to CRCharlotte Reid, brideFrom Emmain 6 daysReminder sent
  • ApprovalWedding cake termsread and approveAssigned to CRCharlotte Reid, brideFrom Emmain 6 daysComplete
  • Delivery and final details
  • QuestionVenue and contactvenue and coordinatorAssigned to CRCharlotte Reid, brideFrom Emmain 7 daysReady to check
  • QuestionArrival windowwhen we can set upAssigned to CRCharlotte Reid, brideFrom Emmain 7 daysReady to check
  • UploadCake table photowhere it will standAssigned to CRCharlotte Reid, brideFrom Emmain 8 daysComplete
  • QuestionFinal servingstwo weeks beforeAssigned to CRCharlotte Reid, brideFrom Emmain 14 daysAwaiting reply

Written for bakeries. The names are made up. The replies coming in are an illustration. Build any of these in Docsroom and save it as your own template.

Why it helps

What changes for you

Cake orders that arrive complete

Customers send the date, size, flavour and allergies in one go, with their inspiration photo, so you are not piecing an order together from messages.

Allergen details kept with the date

Ingredient sheets, label samples and approvals sit in one list with the date each one came in, ready for when someone asks.

Wholesale accounts opened in one go

Cafés and shops send their details, delivery window and standing order through their own link, so a new account is one link, not a dozen calls.

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