How to Add, Edit and Delete Contacts

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.

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.

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.

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.

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.

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.

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.

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.