Purpose: Client information that appears in the offer
Customer Type
Radio buttons:
- 🏠 Individual (default)
- 🏢 Business
Individual format shows:
[First Name] [Last Name]
[Street]
[Postal Code] [City]Business format shows:
[Company Name]
[Street]
[Postal Code] [City]Customer Fields
Company Name (Business only)
- Example:
"ABC Construction Ltd." - Shown only when “Business” is selected
- Appears in PDF as first line of address block
First Name (Individual only)
- Example:
"John" - Combined with Last Name in PDF
Last Name (Individual only)
- Example:
"Smith" - Creates:
"John Smith"in PDF
Street:
- Format: Full street address
- Example:
"123 Oak Street, Apt 4B" - Shows in PDF as second line
Postal Code:
- Format: Any format (supports international)
- Examples:
"10001","SW1A 1AA","00-001"
City:
- Example:
"New York" - Combined with postal code in PDF:
"10001 New York"
Phone (Optional)
- Format: Any format with country code
- Example:
"+1 234 567 8900" - Not shown in PDF – for internal use only
Email (Optional)
- Example:
"john.smith@example.com" - Used for: Client acceptance notifications
- Not shown in PDF – for internal use only
Live Customer Preview
Real-time display:
- Shows exactly how customer info will appear in PDF
- Updates as you type
- Format preview:
John Smith
123 Oak Street
10001 New York