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.

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. Export CSV downloads the customers shown.

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.

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.

Open the customer from the list to change its details or contacts, then click Save. An existing customer also has a Logo: Upload, Replace or Remove a PNG, JPEG or SVG of up to 2 MB. It is stored straight away, not on Save, and prints on the proposal where the template places it. 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; click the Archived chip to see archived customers again, and open one and click Restore to bring it back.

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

A send goes to the quote’s customer signer, and the Send dialog names them on its first line before anything goes out. Choose the right signer under Document Settings → People → Customer signer before sending, or click Change in the Send dialog to send this one to another address.

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