Clients
Managing client details and viewing history
Requires Starter or higher for the Clients CRM UI.
List and detail
- Open Clients (
/dashboard/clients). - Select a client to open
/dashboard/clients/[id]. - Edit Name, Email, Company, Country, Phone, and address fields.
- Click Save client.
Stats and history
The client page shows:
- Total proposals, approval rate, total invoiced, total paid
- Tabs/tables for Proposals, Contracts, and Invoices with status filters
Start work from a client
Use the action to create a proposal with that client pre-filled (/dashboard/new with client query params). That keeps naming and email consistent across documents.
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.