Client Capacity by Plan
- Free Plan: Store up to 10 active clients.
- Pro & Agency Plans: Store unlimited clients.
Saved Client Information
- Contact Person: Decision maker or primary point of contact.
- Company / Entity Name: Official entity name for invoices and proposals.
- Email & Phone Number: Used for client delivery and communications.
- City & Billing Address.
- Client Tax / VAT ID: Ensures compliant B2B tax invoice generation.
Populating Client Records
- In the New Document modal, choose any saved client from the dropdown to fill their details instantly.
- You can also add a new client directly from within the editor without interrupting your document workflow.