The first step to a proposal is easy: get your client details. You need to know who the client is, where they are, and how to reach them before you can even approach sending a proposal. What should also be easy is inserting these details into your Proposify account. Our client creation tool lets you create a client and build a tailored proposal with a few clicks.
To make things easy, we've included a couple of ways to add a customer to your client list. This article talks about the ways to add a client to your account, no matter what your plan is. If you have a plan that includes integrations, you can read here to see how you can import your clients from your linked account.
Before You Begin
To send a proposal to a client, there are three mandatory details that we need:
- Client first name
- Client last name
- Client email
If you’re missing any of these fields, we won’t be able to create a proposal. Apologies to Cher, Madonna, Zendaya, Sting, Usher, and Bjork.
Adding Clients From The Clients Page
The clients page is perfect for when you want to add many clients at once. It also works if you’d like to input more contact details before diving head-first into the proposal. You can reach the clients page from the left-hand menu:
From the clients page, click “New Client” at the top of the page:
This will bring out the client addition tool:
Add New Company: Creates a company that contains one or more contacts within it. This is great for any client with many signees, or if you have a group (like a family) that need many sign-offs. Fields in “company” include:
- company name
- any Client Company custom fields created.
Add New Contact: This will create an individual customer. This is great for clients who are the sole signer and you are selling only to them. You can also add these contacts to a company at any time.
Fields in “client contact” include:
- first/last name
- phone numbers
- any client contact related custom fields created.
Sometimes your contact isn’t based in the same office as the company. You can select a different address for those users by unchecking the box next to “use company address”:
This will open up the address field for your client. Now you can fill out those details without changing the main company address.
Once you fill out these fields, click the green “ok” button at the bottom of the page. This will save that client to your contact list:
Once saved, the menu will change to ask if you’d like to create a new client. You can also choose to dive straight into a proposal with this person.
Adding Clients From Proposal Settings
If you’re more of an “on the fly” proposal writer, you can add clients straight from the Proposal settings page.
First, create a new proposal by clicking the green “+proposal” button from the dashboard:
From there, select a template:
This will take you to the proposal settings page. Click the “Which client is this proposal for” dropdown and click the “add new client” button:
A flyout menu will appear on the right letting you input your customer details:
You can also add a company using this tool. Enter the company name and click “save” under the “company” dropdown:
IMPORTANT NOTE: This will only let you input the customer name. You’ll still need to go to the Clients page to enter an address for the company. If you’re in a rush, you can uncheck the box next to “use company address” and add an address. This will create a separate address for this user outside of the head office:
Looking for some more help? Is something not quite working? Our support team is here to help! Drop us a line.