Contacts are a list of predefined recipients that you can send Proposals to. You can add additional information to your contacts and assign them to a ‘company’. If you send a proposal to a recipient that is not in your contacts, they will be automatically added.

Contacts are intended for you to keep a record of all of the recipients you send to and as a convenience when sending multiple proposals to the same recipient.

At a minimum, a contact requires:

  • First Name
  • Last Name
  • Email Address
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