✨ New: Custom Document Templates (Enterprise)

Enterprise users can now create

custom document templates

to better match chef preferences and venue standards — especially for menus and BEOs.

What’s included

Create and name custom document templates in Proposal Settings
Copy and paste from existing templates while keeping formatting
Insert dynamic Perfect Venue variables that auto-populate per event

Available dynamic sections

Menus by sales category
Category summaries
Totals
Proposal notes
Internal notes
Policies

Control what appears for each sales category:

Menu Item
Guest-facing or internal descriptions
Price, quantity, totals
Add-ons and choices

This release gives teams greater flexibility to format documents exactly how their chefs and operations teams expect — without manual edits for every event.

Interested in trialing out this feature? Please reach out to support@perfectvenue.com!