Page Breakdown: Clients

Melissa Gunn
Melissa Gunn
  • Updated

A breakdown of your Clients page.

The Clients page is the overview of your prospects saved in Proposify. You’ll find all information related to your prospect and their company here; including addresses, contact information, and any client-focused custom variables. If you need to add, update, remove or view your client details, this is the place to do it.

Click here for instructions on how to add a prospect to Proposify.

Click here for instructions on how to import a client from a linked integration.

You can reach the Clients page from the navigation bar, found anywhere outside of the Editor: 

A screenshot of the navigation menu with Clients highlighted.


You can also reach it by clicking here.

Quick Overview:

A screenshot of the Clients page with numbers associated with the breakdown below.



Search Filter

Helps you find the company you’re looking for, or narrow down your list to just your favourites.


Add New Client

Creates a new company/contact, or imports one from your integration.


Client Company Details

Shows the name of the prospect. Select the name to expand client contacts. This also includes client contacts not linked to a company.


Client Contact Details

Shows the name and contact information for your client contacts.


Default Contacts

Set the default contact to appear when making a proposal for this company.


Edit Buttons

Appears when you hover over a company or contact.

  • Padlock - Edits permissions

  • Notepad - Edits details

  • Trashbin - Removes the client/contact


Create Buttons

Creates a new proposal or client contact for this company.



Select the star icon to favourite this client. They’ll appear when you select the star button in the Search Filter.