1. .
  2. System Features


MenuLite Guide

Have a customer who needs a quick quote? Get rates into the hands of your customer as fast as possible by using MenuLite.

  • To use MenuLite you will start from your Menus Page. 
  • Select + New Sale.



  • A pop-up will appear where you can select MenuLite.


  • From here you can fill out the deal structure basics needed to return rates for your menu. 

  • Be sure to use the binoculars to decode your VIN.
  • Once you have filled out all of the needed information press the Create button.


  • If you end up needing more information for contracting a quote you have sold to the customer, you can open up the product to add in/ edit your information. 
    • From #2. Product Contracting select the blue Contract button to open the product. 
    • Drop down the Sale Information section.
    • Make changes as needed. 
    • Generate your contract.