Managing Clients

Clients represent the companies you do business with. Each quote is linked to a client, and client details flow through to the quote PDF, email recipients, and tax calculations.

Adding a Client

You can create a client in two places:

From the Quote Page

  1. Open a quote and click the Client dropdown.
  2. Click Add New Client at the bottom of the list.
  3. Fill in the client details in the modal and click Save.
  4. The new client is automatically selected on the quote.

From Settings

  1. Go to Settings > Clients.
  2. Click Add Client.
  3. Fill in the details and save.

Client Details

The client modal has the following fields:

Company Information

  • Company Name — the legal or trade name of the client (required).
  • Notes — internal notes about this client. Not visible to the client.
  • Default Currency — when set, new quotes for this client automatically use this currency.

Billing Address

Start typing the address and select from the auto-complete suggestions. Forge uses Google Maps to parse the address into its components:

  • Address line 1 and line 2
  • City
  • State/Province
  • Postal/ZIP code
  • Country

The billing address is important because Forge uses the client's province/state and country to determine the correct tax rates on quotes.

Shipping Address

By default, the shipping address is the same as the billing address. Uncheck "Same as billing" to enter a different shipping address.

Contacts

Each client can have multiple contacts — the people you communicate with at that company.

Adding a Contact

In the client modal, scroll to the Contacts section and click Add Contact. Each contact has:

  • Name — the person's name.
  • Email — their email address. Used when sending quotes.
  • Phone — their phone number.
  • Category — the contact's role or department (e.g., Purchasing, Engineering, Accounts Payable). Categories are managed separately (see below).
  • Language — the contact's preferred language (English or French). When you send a quote, the PDF is rendered in the primary recipient's language.
  • Primary — check this to mark the contact as the main point of contact. The primary contact is pre-selected as the recipient when you send a quote.

Editing and Removing Contacts

  • Edit any contact field directly in the modal.
  • Click the trash icon next to a contact to remove them.
  • Make sure at least one contact is marked as primary.

Contact Categories

Contact categories help you organize contacts by role. Common examples include Purchasing, Engineering, Sales, Accounts Payable, and Management.

Categories are shared across all clients — when you create a category, it's available for any client's contacts.

To manage categories, go to Settings > Contact Categories. From there you can add, rename, or remove categories.

Editing an Existing Client

From the quote page:

  1. Select the client in the dropdown.
  2. Click View/Edit Client Details below the dropdown.
  3. Make your changes in the modal and click Save.

Changes to a client apply everywhere that client is referenced — all their quotes will reflect the updated details.

Deleting a Client

Clients can be deleted from Settings > Clients if they have no associated quotes. If a client has existing quotes, you need to remove or reassign those quotes first.

How Client Data Flows into Quotes

When you assign a client to a quote:

  • The client's billing address is used to calculate taxes.
  • The client's default currency is applied to the quote (if set).
  • The client's contacts are available as email recipients when sending the quote.
  • The client's name and address appear on the quote PDF.

Related Articles

← Sending a Quote