Sales Rep Master Hub — Tools & Resources
Use this internal hub to access customer applications, payment forms, dispenser agreements, prospect registration forms, visit checklists, product flyers, printing media and landing pages by industry, area and need. Everything is grouped so reps can open the right tool in just a few clicks.
Customer Account Applications
COD / Prepay Account Application
Quick COD / prepay application for customers that want to start ordering immediately without full credit review. Use for cash, card-on-file or same-day payments.
Best for: new restaurants, small facilities, first-time buyers and test orders before converting to full net terms.
Net Terms Credit Application
Full Net 15 / Net 30 credit application for hotels, restaurants, healthcare facilities and multi-location accounts that qualify for terms.
Includes: trade references, bank information, signature authorization and terms & conditions accepted by the customer.
Payment & Authorization Forms
Credit Card Authorization
Use this credit card authorization form when a customer wants to keep a card on file for COD orders, recurring deliveries or past-due balances.
Tip for reps: complete the form with the customer present, verify ID and confirm which locations and contacts are allowed to use the card.
ACH / Bank Debit Authorization
For customers that prefer ACH or bank debit instead of credit card. Use this form to collect routing, account details and signed authorization.
Best for: larger facilities, management companies and repeat weekly or monthly orders.
Zelle & PayPal Payment Instructions
Simple one-page instructions for customers that pay via Zelle or PayPal, including email / phone to send payments and how to reference invoice numbers.
Use: text or email this page to customers that pay each delivery from a phone.
Agreements & Company Forms
Dispenser Placement Agreement
Agreement used when installing paper, tissue, soap and sanitizer dispensers at a customer location, including dispenser counts, product families and term of use.
Covers: ownership of dispensers, service expectations and minimum purchase requirements per period.
Prospect Registration — Visit 1
First-visit form to register a new prospect, capture basic profile, decision makers, current distributors and core opportunities by category (paper, liners, gloves, chemicals, etc.).
Use: as you walk the property and note existing products to quote and photos (when authorized).
Prospect Registration — Visit 2
Second-visit form to document pricing presentation, programs offered, objections and next steps, including follow-up visit dates and which proposals were accepted.
Goal: keep all notes organized in one place so management can track the sales funnel by prospect.
Education & Prospect Visit Checklists
Prospect Visit Checklist — Foodservice
Step-by-step checklist for restaurants, cafés, bars & food trucks, covering kitchen, prep, dish area, restrooms, dining room and dumpsters.
Includes: photos to capture, key SKUs to quote and questions to ask about delivery days, order frequency and budget.
Prospect Visit Checklist — Hospitality
Checklist for hotels, motels and resorts, organized by guest rooms, public restrooms, lobby, pool areas, laundry and breakfast areas.
Focus: standardizing paper, towels, linens, amenities, trash liners and cleaning chemicals across the property.
Prospect Visit Checklist — Healthcare & Senior Living
Checklist aligned with the Healthcare, Clinics & Senior Living Facility Program: patient rooms, exam rooms, nurses’ stations, dietary, EVS and laundry.
Use: together with the healthcare buying guide so you can move from observations → recommendations → quotes in one workflow.
Prospect Visit Checklist — Professional & Business Services
Checklist for offices, schools, call centers, churches and professional buildings, focused on restrooms, breakrooms, offices and common areas.
Goal: identify opportunities for paper, soap, liners, chemicals and training in non-foodservice environments.
Core Product Flyers & Printing Media
Core Product Flyers — 4 Pillar Categories
One-click access to flyers for the four core product families: paper products & dispensers, trash bags & liners, gloves & PPE, cleaning chemicals & sanitizers.
Use: attach to emails, print for appointments and leave behind with quotes.
Important Printing Media
Library of print-ready media: business cards templates, postcards, route cards, counter mats, table tents and leave-behind one-pagers for key programs.
Tip: download only the latest approved versions so branding stays consistent across all reps.
Digital Landing Pages — Programs, Areas & Needs
Industry Programs — H, F, HC & P
Master list of Industry Program pages: Hospitality (H), Foodservice (F), Healthcare & Senior Living (HC) and Professional & Business Services (P).
Use: send the correct program link in quotes, emails and follow-ups so customers can see the full solution by industry.
Shop by Area — Rooms & Spaces
Landing pages that organize products by area / space: restrooms, kitchens, laundry, front of house, back of house, patient rooms, exam rooms and more.
Use: when walking a facility, send the exact Shop by Area link that matches where you found the opportunity.
Shop by Need — Cleaning & Safety
Landing pages organized by need / problem: infection prevention, odor control, floor safety, waste handling, hand hygiene, PPE compliance and more.
Use: great for problem-solving emails when a customer complains about odors, spills, survey findings or accidents.