Adding Customers and Contacts in Quote Generator

Every quote is sent to a customer and signed by one of that customer’s contacts. This article shows an estimator how to add a customer, add its contacts, and why the order of those contacts matters before a proposal goes out.

Before you begin

You need Quote Generator enabled for your group. If it is missing from your launcher, see Getting Access to Apps and Extensions. Customers and contacts are shared by every quote on your tenant, so what you add here appears for your whole team.

Opening Customers

Open Quote Generator from the app launcher and click Customers in the sidebar. The page lists every customer with its address, when it was last updated, and its status. The search box filters by name, street, city, or state.

Adding a Customer

1. Click + New Customer. The New Customer(s) dialog opens on Manual entry.
2. Enter the company name under Name. It is the only required field.
3. Optional: enter the Street, City, State, and Zip.
4. Click Create Customer. The new customer appears in the list; open it to add contacts.

Note

The dialog notes “Contacts: add via the per-customer editor after create.” Contacts are never part of the create step — you add them on the customer once it exists. To add many customers at once, switch to CSV upload in the same dialog, or use + Bulk Import on the Customers page.

Adding Contacts

Open the customer from the list. Under Contacts, click + Add Contact for each person.

1. Click + Add Contact. A blank contact appears.
2. Enter the First Name (required) and the Last Name.
3. Optional: enter a Title, a Role / Position, an Email, a Phone, and an Ext..
4. Repeat for the next contact, then click Save.

The order of contacts matters

The first contact is the proposal contact: the signing link is addressed to them by default, and the quote’s Signs field reads “Nobody chose this — the customer’s contact order did. Editing the customer can change who signs.” until someone picks a signer. Add the person who should receive and sign the proposal first. You can still choose a different signer on the quote — see Sending a Quote for Signature.

Editing or Archiving a Customer

Open the customer from the list to change its details or contacts, then click Save. Contacts keep the order they were added; to change who is first, remove and re-add contacts in the right order. Archiving hides a customer from new quotes without deleting it; turn on Show archived to see archived customers again.

Troubleshooting

Create Customer is greyed out

Create Customer stays disabled until Name has a value. Every other field is optional.

The proposal went to the wrong person

The signing link goes to the proposal contact, which is the first contact in the customer’s list unless a signer was chosen on the quote. Contacts keep the order they were added: remove and re-add them in the right order on the customer, or pick the signer under Signs on the quote before sending.

Related Articles

• Creating Quotes with Quote Generator
• Sending a Quote for Signature
• Quote Roles and Who Signs