1
Open the Contacts section
From the left sidebar navigation menu, click Contacts to access your contact list and contact management tools.
How to Add, Edit and Delete Contacts
Easily save contacts to your address book. In this step-by-step guide, you’ll learn how to add new contacts, edit existing ones, and delete those you no longer need. Perfect for keeping your contact list up to date and easy to manage.
How to Add, Edit and Delete Contacts
Learn how to create new contacts, manage contact details, review contact activity, and update existing contact information inside QuoteCloud.
Steps to add and manage contacts
2
Start creating a new contact
Click the Add Contact button located in the upper-left corner of the Contacts page.
3
Open the contact form
A contact form panel will slide in from the right side of the screen, allowing you to enter the new contact details.
4
Enter personal contact details
Fill in the contact’s first name, last name, email address, phone number, and WhatsApp information.
5
Add company information
Enter company-related details such as the company name, account ID, and address information.
6
Add social connections
Optionally enter social profile information including platforms such as LinkedIn and other social media connections.
7
Add custom field information
Complete any available custom fields configured for your organization, such as department or additional contact metadata.
8
Save the new contact
Click Save to create and store the new contact record.
9
View the created contact
After saving, click View beside the contact entry to open the contact overview screen.
10
Review the contact overview
The Overview tab displays important contact metrics including health score, last engagement, documents sent, win rate, activity momentum, and document status information.
11
Review the Timeline tab
Open the Timeline tab to view a chronological history of the contact’s activities, interactions, sent documents, and status updates.
12
Review Analytics information
Open the Analytics tab to review document statistics including documents created, accepted, lost, and overall engagement performance.
13
Edit an existing contact
Click the Edit button within the contact profile to modify the existing contact information.
14
Update contact details
Modify the required fields, such as updating the account ID, company details, contact information, or additional metadata.
15
Save the updated contact
Click Save again to apply and store the updated contact information.
Delete Contacts
Frequently Asked Questions
How do I add a new contact to the Address Book in QuoteCloud?
Open your Contacts Address Book and choose the option to create a new contact. Enter the contact's full name, company, account ID, primary email, phone numbers and any notes, then save.
You can also add a recipient while composing a document; recipients created inside a document remain with that document only unless you explicitly save them to the shared Address Book.
How can I edit an existing contact?
Find the contact in the Contacts Address Book, open the contact details, update the fields you need (name, email, phone, company, account ID, notes), and save your changes.
Changes to a saved contact are applied for future use across QuoteCloud, making recipient selection in your quote software and proposal software consistent.
How do I delete a contact from the Address Book?
Locate the contact in the Contacts Address Book, choose the delete option, and confirm the deletion when prompted.
Deleted contacts are removed from the shared Address Book and will no longer appear in recipient lists for new documents, so be sure you no longer need the contact before deleting.
Can I create recipients who are not in the Address Book?
Yes. You can manually add a recipient while composing a document. That recipient will be available for that document only and will not be added to the shared Contacts Address Book unless you explicitly save it there.
If you expect to reuse a recipient, save them to the Address Book so they are available across your sales quoting software and sales proposal software workflows.
What contact information should I store for each contact?
Store the details that help you identify and reach the person: full name, company, account ID, primary email, and relevant phone numbers. Add role-specific notes about the contact’s relationship to your business, project details, preferred contact methods, or billing information.
Consistent, complete contact records make recipient selection faster and reduce errors when generating quotes or proposals with QuoteCloud.
Where can I use my saved contacts in QuoteCloud?
Saved contacts from the Contacts Address Book can be used when adding recipients to any document. Open the recipient list while composing a document and select saved contacts to populate recipient fields quickly and consistently.
This saves time when creating documents with QuoteCloud’s quote software and proposal software by ensuring accurate, repeatable recipient information.
Can I assign Primary, CC, or TO roles using my saved contacts?
Yes. When you add a saved contact to a document’s recipient list, use the recipient controls inside the document editor to assign the appropriate role such as Primary, CC, or TO.
Assigning roles at the time of adding recipients ensures the right people receive the correct version of your sales quoting or proposal documents.
What are best practices for managing contacts in QuoteCloud for quoting and proposals?
Keep contact details up to date, use consistent naming and formatting, and store account IDs and notes that capture the contact’s relationship to your business. Save frequently used recipients to the Address Book rather than relying on document-only recipients.
Regularly review and delete or archive outdated contacts so your Address Book remains accurate and makes recipient selection efficient in your sales quoting software and sales proposal software workflows.