Associate Quotes with Clients

admin

< 1 min read

Updated: July 22nd, 2021

When creating a quote from Saphyte, you can easily associate your quotes with your clients without having to manually input them. Saphyte pulls up the information from your contacts database and populates it into your invoice recipient field.

To add the recipient of your quote, select a contact from the ‘Client or Company’ field. When a contact is selected, the Name, Phone, Email, and Address will automatically be populated based on the information that has been added to the contact profile.

Alternatively, if you are sending an invoice to a new contact, you can create a ‘Client’ or ‘Company (Accounts)’ by clicking on ‘Create‘