Customer contacts
Reuse a customer contact and keep linked quotes together.
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Save a contact
Pro and Studio include customer records per workspace. Open Customers, expand Add a customer, and enter their name. Email, phone and internal notes are optional. Internal notes are not included in customer quotes.
Use search to find a saved customer. Expand Edit contact to update their details, or archive a contact you no longer need.
Build a linked quote
Choose New quote on a customer card, or select Saved customer in the quote editor. The saved name fills the quote and the email is prefilled when you review sharing. You must still confirm before sending an email.
Select Enter customer manually for a one-off quote. Manual names are not automatically matched to existing contacts, which avoids combining different people with the same name.
Keep a reliable history
Customer cards show quotes explicitly linked to that contact, within the latest 500 workspace quotes. Ready quotes retain the customer name and recipient email saved with the quote, even when a contact changes later.
Archiving a contact removes it from the picker and contact list but preserves existing quotes. If a draft still points to an archived contact, select a current contact or Enter customer manually before saving.
Share your account ID and the steps you tried.
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