All customer documents in one place
Attach contracts, menus, spec sheets and correspondence directly to the customer record
Keep signed contracts, custom menus, allergen declarations and venue floor plans where your team can always find them.
In short
- Attach contracts, menus, floor plans and other documents to the customer record
- Sales, kitchen and delivery work from the same files: no more digging through old emails
- Check customer-specific documents while you create an order
- Uploaded files stay available for every order from that customer
Everything in the customer record
Open a customer record and every relevant file is right there: no hunting through email threads or shared drives. Attach signed contracts, approved menus, spec sheets and correspondence to the customer record. Sales checks the approved buffet layout. The kitchen opens the allergen declaration. Delivery checks the venue access instructions.
Stays in place for every new order
Files stay linked to the customer, across every order. When you create a new quote, the context you need is already there. No duplicate uploads. No confusion about versions.
What your team does with it
Delivery driver
Check venue access documents and floor plans before you leave
Kitchen manager
Check allergen sheets and spec sheets without having to ask sales first
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