Customers

A customer is the company a proposal is for. Contacts are the people at that company, and they are what you actually send a proposal to.

The customer record

General holds the company itself: name, address and the details that appear on the proposal.

Contacts holds the people — name, email address and phone number. A customer can have several, which matters because the person you talk to is often not the person who signs.

Addresses have structured fields — street, house number, addition, postal code, city, country — so they format correctly wherever they appear rather than being one free-text blob.

Why attach one to a proposal

Two things depend on it:

• Placeholders fill in from the attached customer. Without one, there is nothing to resolve them against.
• The send dialog offers that customer’s contacts as recipients instead of asking you to retype an address.

You can create a proposal with No customer and attach one later — the placeholders resolve once you do.

Creating one

Create customers from the customer list, or inline while creating a proposal, which saves leaving the flow just to add a name and an email.