Creating Contact Data Items and How to Use Them
Find out how to set up and use contact data items to automatically personalise your sales documents.
Creating Contact Data Items and How to Use Them — FAQ
What are Contact Data Items in QuoteCloud?
Contact Data Items are custom fields you create to store client-specific information, such as company details, billing addresses, or other custom data. They can be reused and automatically inserted into quotes, proposals, and other documents to help personalise them consistently and efficiently.
Why create a custom Contact Data Item?
Creating custom Contact Data Items lets you capture information specific to your clients that isn’t included in standard fields. This ensures your documents are personalised, complete, and tailored to each contact’s details.
Can I add custom data fields to products?
Yes. You can create custom Product Data Items to store additional information about products or services, such as specifications, pricing details, or any other relevant data. These fields can then be inserted into quotes, proposals, and other documents to ensure accuracy and personalisation.
For detailed instructions, see the Guide on Using Product Data Items.