Clients
How client records are created automatically
You do not have to create clients before writing proposals.
Auto-create behavior
When you create a proposal (and when invoices/contracts link to clients), Docora runs a find-or-create:
- Prefer match by email when provided
- Otherwise match / create by name
So sending proposals naturally builds a client list over time. Client records still auto-create on every plan, including Free — even if the Clients CRM UI is locked behind Starter+.
Free plan
On Free you get invoicing and proposals, but the Clients sidebar item may show a lock. Upgrade to Starter or above to browse and edit the CRM. The underlying records still exist from your proposals.
This documentation is a living guide and may not cover every edge case yet. Features and labels can change as Docora evolves.
Still stuck? Contact us at support@docora.io.