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Documentation Index

Fetch the complete documentation index at: https://docs.qwoty.io/llms.txt

Use this file to discover all available pages before exploring further.

A customer record stores all account information, contacts, and billing details you need to generate quotes. You must create or select a customer before building a quote.

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Prerequisites

  • You must have a Sales Rep, Manager, or Admin role
  • You need at least the customer’s company name to create a record

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Access the customer creation screen

In the left side menu, click Customer → Customer, then click + New.

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Create the customer

1

Enter company details

In the General Information section, fill in:
  • Name (required): Enter the company name
  • Type (required): Select the customer type (e.g., Company) from the dropdown
  • Segment (optional): Assign the customer to an existing customer segment
  • Logo (optional): Upload a company logo
  • Tax / Tax Value (optional): Set the applicable tax type and value; click + Add Tax ID to add additional tax identifiers
2

Link resources (optional)

In the Linked Resources section, associate any of the following with this customer. Only linked resources will be available when creating a quote for this customer:
  • Templates, Catalogs, Pricebooks, Discounts, Contract Models, Payment Terms, Payment Methods
3

Add contacts

In the Contacts section, click + New contact to add a contact person. Each contact has a Full Name, Email, and Role.You can add more contacts after saving the customer.
4

Save the customer

Click Save at the top right to create the customer record.

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What happens next

After you create the customer:
  • The customer appears in your customer list and is available when creating quotes
  • You can add additional contacts, upload documents, and view quote history
  • The primary contact can receive Dealroom invitations when you publish quotes

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Troubleshooting

Use the search bar at the top of the customer list to search by company name or contact email. Check that no filters are applied that might hide the record.
No. Currency is locked after customer creation to maintain data integrity across quotes and orders. Create a new customer record if you need a different currency.
Only Name and Type are required. All other fields, including contacts, are optional at creation. Add details as needed for your sales process.

Edit customer details

Update company information and settings

Manage contacts

Add, edit, or remove customer contacts

Create a quote

Build a new quote for this customer

Customer overview

Learn about customer management features