Add and manage clients

A client record is who the document is for. One client can sit on many proposals, invoices, and receipts.

You do not have to type every contact. Pick the path that matches how you already work.

Clients is the list. Every path below lands here.

Every way to add a client

Path	When to use	Plan
New client on this page	One person, right now	All
Document Settings	You are already building	All
CSV import	A spreadsheet or CRM export	All
Google Contacts	Pick from your address book	All
HubSpot, Pipedrive, Salesforce, Zoho CRM	They already live in a CRM: Sync	All
Incoming webhook	A script, Zap, Make, n8n, or chat agent POSTs client.upsert	Team+
Website / custom form	Same webhook, any stack	Team+

Guides: CRM and contacts · Import and export · WordPress and webhooks · How the workspace fits together

Nothing on the automated paths sends the document. You still attach, preview, and Share.

Add by hand

Clients → New client. Name and email matter most.

Field	Why it matters
Name	{{client_name}}: the person
Email	Suggested recipient on Share send; {{client_email}}
Company	{{client_company}}: the org, not the person
Phone	{{client_phone}}

Email is required for in-app send. No email yet? You can still copy the public link. Do not block the first send on a missing address.

Add from the document

[Client-on-document] Create or attach a client from the document Settings panel while you build. Tokens on the cover fill immediately.

CSV

[Clients-import-csv] Clients → import (or Integrations → CSV Client Import). Map name, email, company, phone. Use this for a list of twenty. Do not retype.

Google Contacts

[Clients-google-contacts] Connect under Integrations, then import. Contacts are notauto-selected. Filter, Select all visible, then Import. A search filter only imports what you can see.

CRM sync

Connect HubSpot, Pipedrive, Salesforce, or Zoho CRM → Sync. That is pull into Clients.

Push back to the CRM is off by default. Turn it on only if incoming webhooks should also add/update the contact in the CRM. Push never deletes.

Webhook / form / chat agent (Team+)

A signed POST can create or update a client (external_id avoids duplicates) and optionally open a draft from a template. WordPress uses the InProQu Forms plugin. Zapier/Make/n8n and chat agents POST to the same Incoming Webhooks URL.

After it lands: open the builder URL, check the client, preview, Share.

Reuse

Pick the same client on the invoice. Do not duplicate the contact.

From a client’s document count, open Documents already filtered to that person.

Optional: export the list to Google Sheets or Airtable.

Tips people miss

• Person → {{client_name}}. Org → {{client_company}}. Do not invent {{service_1}} for a human.
• If no client is attached, client vars resolve to empty (not the raw token). Cover chrome that shows client still requires name and email for share.
• A custom Var named client_name with a value overrides the client record. An empty custom with the same key does not shadow the built-in.