Resources

What Are Documents?

Documents are files you upload to Puree — such as menus, floor plans, health and safety policies, allergen guides, or photos — that can be attached to your quotes. When a customer views their quote, the attached documents are visible and downloadable alongside the quote itself.

Setting Up Your Document Library

Go to Settings → Documents to manage your document library. For each document you can:

• Upload a file (PDFs, images, or other document types)
• Give it a descriptive name
• Choose whether it should be automatically attached to all new quotes, or attached manually on a per-quote basis

Documents that are set to auto-attach will be included on every new quote by default, saving you from having to add them each time. You can always remove them from individual quotes if they're not relevant.

Attaching Documents to a Quote

When creating or editing a quote, scroll to the Documents section. Here you can select which documents from your library to include with the quote. You can attach multiple documents to a single quote.

When you send the quote to your customer, the attached documents are included and available for them to view and download.

Common Uses

• Health and safety documents — Policies and procedures required by venues or clients
• Detailed menus — Descriptions with photos that go beyond the line items in the quote
• Floor plans and layouts — Venue diagrams or table arrangements
• Allergen information — Dietary guides and allergen declarations
• Terms and conditions — Additional terms beyond what's shown on the quote

Tips

• Keep file sizes reasonable so quotes are easy to view and download
• Only attach documents that are relevant to the specific quote — avoid overwhelming customers with unnecessary files
• Use the auto-attach setting for documents you include on every quote (e.g. health and safety policies)