Custom corporate order Templates

Most winery CRM systems allow you to upload a CSV file containing multiple orders for a corporate gifting client. This step is quick, convenient, the client typically receives a single bill.

But CSV files can't contain formatting, and the bare and basic version isn't exactly on brand for your luxury winery.

What you need is a custom skin for your CSV file to wear: one that carries your logo, brand colors and fonts, and looks polished enough to fit your brand. You also need it to contain all the relevant order fields to populate that bare-and-basic CSV version and prepare it for upload.

Send me your brand guidelines and logo files, and I'll produce that custom skin for you. For one flat fee, you can elevate the experience for dozens of clients purchasing hundreds of gifts, year after year.