The Clients page is your one stop overview of your client list within proposify. It stores all of your client-centric information, including addresses, contact information, and any client-focused custom variables you may have. If you need to add, update, remove or view your client details, this is the page to be.
You can access the Clients page from the left-hand menu found anywhere outside of the editor:
A Quick Overview:
Looking for a specific client, or group of your most frequent customers? Use the search box at the top of the page to search for specific names, email addresses, contact names and more to narrow down the client you're looking for.
You can also click on the star button next to a client to favourite them.
Once favourited, you can click the star button next to the search filters to remove all contacts except for your favourites.
The company details pane will show you the name of the company or client (if they're a one-man operation). If you hover your mouse over a specific client, three more buttons will appear:
If you click to expand the company and hover over a contact, you'll be able to see the same option for that same client contact:
Edit Permissions (padlock): If you have a plan that includes Workspaces and Permissions, then this padlock button will allow you to curate exactly who can view and edit this contact.
Edit Client/Contact (notepad): This button will take you to the client edit page, where you can add or tweak details about your customer. Click on the edit page next to the client company to update the company name, address and website. Click on the edit button next to a client contact to update the contact's name, title, contact information and set a separate address outside of the head office.
Delete contact/client (trash bin): Deletes the client/contact from your account. NOTE: You will need to delete any proposals that the client/contact has signed before you'll be allowed to delete that client/contact. Here's a guide on how to back up your proposals to PDF.
Looking to add a contact to your account? Click here to view our KB article.