Who the proposal is addressed to

Every proposal carries an Addressed to block at the top: client company name, contact name, email, phone, physical address and tax number.

Fill from CRM

If the proposal is linked to a deal or contact, use Fill from CRM to populate the block from the existing company and contact records instead of retyping.

Where it appears

• On the shared web proposal, above the introduction.
• On the printed and downloaded PDF.
• On the draft invoice created when the proposal is accepted.

The client email in this block is always included as a recipient when the proposal is sent, so the person the proposal is addressed to receives it.