Files & attachments
Store every customer document in one place
Attach contracts, menus, technical sheets, and correspondence directly to the customer record
Keep signed agreements, custom menus, allergy declarations, and venue floor plans where your team can find them.
- Attach contracts, menus, floor plans, and other documents to the customer record
- Sales, kitchen, and delivery staff see the same files—no email archaeology
- Reference customer-specific documents when creating orders
- Uploaded files persist across all orders for that customer
You open a customer record and see every relevant file—no hunting through email or shared drives. Attach signed contracts, approved menus, technical specifications, and correspondence to the customer profile. Sales references the approved buffet layout. Kitchen opens the allergy declaration. Delivery checks the venue access instructions.
Files stay with the customer across every order. When you create a new quote, the context you need is already there. No duplicate uploads. No version confusion.
Who benefits
Business owner
Customer files live in the platform, not scattered across inboxes
Sales / account manager
Open the customer record and see signed contracts and approved menus instantly
Kitchen manager
Access allergy sheets and technical specifications without asking sales
Delivery staff
Check venue access documents and floor plans before you leave