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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 in Qwoty stores all information about a company or individual who buys from you. Every quote, order, and contract must be linked to a customer. Customer records centralize contact details, billing information, pricing agreements, and deal history.

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What a customer record contains

Customer records store both administrative data and sales context:
  • Company information: Legal name, tax ID, industry, and address
  • Contact persons: Multiple contacts with roles (billing, technical, executive)
  • Billing details: Payment terms, currency, billing address, tax exemptions
  • Pricing context: Assigned pricebook, discount tier, or custom pricing rules
  • Relationship history: All quotes, orders, contracts, and Dealrooms associated with this customer
  • Custom fields: Additional data fields configured by your admin
Customer records are separate from user accounts. A customer is a company you sell to; users are people who log into Qwoty (your team or Dealroom guests).

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Customer hierarchy

Qwoty supports parent-child customer relationships for enterprise account structures:
LevelDescriptionUse case
Parent customerTop-level organizationGlobal headquarters with negotiated pricing
Child customerSubsidiary or divisionRegional office inheriting parent’s pricebook
Standalone customerNo hierarchySmall business or individual buyer
Child customers can inherit pricing, payment terms, and contract models from their parent, or override them with specific values.

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Key data sections

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Contact management

Each customer can have unlimited contacts. You can assign roles to organize contacts by function:
  • Primary contact for quote discussions
  • Billing contact for invoicing
  • Technical contact for implementation
  • Executive sponsor for approvals
When you publish a quote to a Dealroom, you select which contacts receive access and notifications.

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Pricing assignment

Customer records determine which prices apply to quotes:
  • Pricebook assignment: Links the customer to a specific price list
  • Discount tier: Applies volume or loyalty discounts automatically
  • Custom pricing: Overrides catalog prices for negotiated deals
Assign pricebooks at the customer level to ensure consistent pricing across all quotes for that account.

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Payment terms

Define default payment conditions that auto-populate on new quotes:
  • Net 30, Net 60, or custom payment schedules
  • Accepted payment methods (credit card, wire transfer, ACH)
  • Billing frequency for subscriptions (monthly, annual, quarterly)

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Managing customer data

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Creating customers

Sales reps can create customer records before or during quote creation. Required fields typically include company name, billing address, and currency.
1

Navigate to customers

In the left side menu, click Customer → Customer.
2

Add new customer

Click + New and fill in the General Information fields (Name and Type are required).
3

Configure pricing

Assign a pricebook and payment terms, or leave defaults.
4

Add contacts

Create at least one contact person for quote delivery.

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Customer segmentation

Use customer properties to segment your accounts:
  • Industry or vertical market
  • Company size or employee count
  • Geographic region
  • Customer status (prospect, active, churned)
Segmentation helps you filter reports, assign the right pricebook, and route quotes to appropriate managers for approval.

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Common questions

No. Each customer is assigned one pricebook at a time. However, you can override individual product prices on a quote, or create a custom pricebook for specific high-value accounts.
Existing quotes keep their original prices. Only new quotes created after the pricebook change will use the updated pricing.
No. Customer records are internal to your sales team. Customers access published quotes through the Dealroom, which shows only relevant deal information, not their full customer record.
Contact your admin or Qwoty support to merge duplicate records. This process consolidates contacts, quotes, and history into a single customer record.
Yes. Qwoty supports CSV import and integrations with major CRM platforms. Check with your admin about available integrations and data mapping.

Creating quotes

Start a new quote and link it to a customer

Pricebooks

Learn how price lists work and apply to customers

Dealroom access

Invite customer contacts to view and sign quotes

User roles

Understand who can create and edit customer records