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How to use menu or document scanning

This step-by-step guide will walk you through the process of scanning a menu or a document to match the products you have in your catalog.

Updated over 2 weeks ago

How to scan a menu or a document on Choco App

  1. Go to the Sales tab.

  2. Select the lead.

  3. Click on Proposals.

  4. Click on Scan Menu or Scan Document.

  5. Choose Camera or Photo gallery.
    a. Take a picture or choose one from your photo gallery.

  6. Click the blue button Match products.

  7. You will receive an email with the proposal in a CSV file, or view it directly in the app and web under the proposal section.

How to scan a menu or a document on Choco Web

  1. Go to the Sales Tab

  2. Select the lead.

  3. Click on Proposals.

  4. Click on Scan Menu or Scan Document.

  5. Drag and drop a file or choose one by clicking on Scan Menu or Document

    1. Click the blue button Start Scan

  6. You will receive an email with the proposal in a CSV file, or view it directly in the app and web under the proposal section.

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