Manage clients in Proposals

This guide shows you how to keep a client list in Proposals and use it every time you write a proposal, a quote or an invoice.

Typing a client’s address and tax number into every invoice is how typos end up on paperwork. Save the details once, and every document that names the client gets them right.

The Clients tab

Open Proposals from the dashboard and click the Clients tab. Each row shows the client’s name, company and email. Click a row to open the client.

Everyone you send proposals and invoices to, in one list.

Add a client

Click New client. Only Name is required. The rest fills in the documents you send:

• Company, Email and Phone.
• Address: street, a second street line, city, state, postcode and country.
• Tax ID: an ABN, VAT or EIN number, printed on invoices.
• Notes: for you only, such as the best time to call. Clients never see them.

Click Add client to save.

Fill in what you know. Name is the only required field.

Edit or delete a client

Open a client from the list to change any detail and click Save. Delete removes the client from your list. Proposals and invoices that used them keep their own copy of the details, so nothing you already sent changes.

Change a client once and every new document picks it up.

Use the client in your documents

The same Client picker appears in three places, each with a New client button next to it:

• The generator, under Options. The client’s name and company go on the cover of the new proposal or quote.
• The Pricing panel in the builder. When you click Send, the client’s name and email are filled in as the recipient.
• The invoice editor. The Bill to block on the invoice shows their company, address, email and tax ID, and the invoice email goes to them.

Pick the client once in the Pricing panel and sending is one click.

Next, create a quote with AI for one of your clients, or follow the whole journey in send a proposal and get paid. The client list for proposals page has more.