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A customer record stores everything about a company or individual you sell to. Every quote is linked to a customer. The record holds general information, contacts, addresses, custom fields, and the resources available when you quote that customer.
Customers are separate from users. A customer is a company or person you sell to; users are the people on your team who sign in to Qwoty. Customer contacts access quotes through the Dealroom.

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Sections of a customer record

There is no parent/child hierarchy between customers. Each customer is a standalone record, optionally grouped with others in a segment.

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Contacts and roles

Each customer can have several contacts. A contact has First Name, Last Name, Email, Phone, and a Role:
Contact form showing the available roles
When you create a quote, you choose a Primary contact among the customer’s contacts. It is added as a quote participant and can receive the Dealroom invitation.

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Linked resources

Linked resources control what’s available when you create a quote for this customer. If you link resources, only those are offered, for example only the linked pricebooks. The customer record doesn’t store prices, discount tiers, or a currency. Pricing comes from the pricebooks available to the customer (linked to the customer, its segment, or the template). How the customer, segment, and template levels combine depends on the Association Resolution Mode (see Segments).
Link pricebooks at the customer level when an account has negotiated prices, and at the segment level for prices shared by a group of customers.

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Custom fields

Admins can add custom fields to customers in Settings › Data › Data Model. Each field can be Mandatory, Editable by sale, and Display for customer. See Create a customer custom field.

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Common questions

Yes. You can link several pricebooks to a customer. You pick one pricebook when you create a quote.
Existing quotes keep their pricebook and prices. Only new quotes use the updated resources.
No. Customer records are internal. Customer contacts see published quotes in the Dealroom, not their customer record.
No. CSV import covers products and prices only. Customers can be created manually, through the API, or synchronized from a connected CRM. See Data migration.
A customer used in editable quotes can’t be deleted until those quotes are closed or deleted.

Create a customer

Step-by-step customer creation

Create a quote

Start a new quote for a customer

Dealroom

How customer contacts view and sign quotes

Manage roles

Who can create and edit customer records
Last modified on October 27, 2026