Contact records
Contacts belong to companies and can carry role flags such as primary, billing, or accounts payable. Quote and proposal workflows use these records to prefill recipient and signer details.
- 1Open the company or Contacts.
- 2Add the person's identity and reachable contact details.
- 3Choose the applicable role flags.
- 4Review the company link before saving.
Use the right person on a quote
The customer contact selected early in a quote is not automatically the signer in every deal. Confirm Signer & Billing before sending, especially when the buyer, AP contact, and authorized signer are different people.
Shared history
Company and contact detail pages bring together activities, quotes, proposal statistics, and follow-up context that the user's role can access. Use the existing record rather than keeping customer context only in private notes.
Still stuck?
Send the quote number, the step you were on, and the exact message shown to support@quotedeck.io.