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Documentation Index

Fetch the complete documentation index at: https://docs.getquikly.com/llms.txt

Use this file to discover all available pages before exploring further.

The client portfolio gives you a centralized view of every client you work with. Each client has a profile page showing their deals, proposals, and key details — so you can find context quickly without searching across multiple screens.

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Client list

Navigate to Clients from the sidebar. You’ll see a searchable list of all your clients with their name and the number of associated deals and proposals.
Clients are created automatically when you enter a client name in a proposal or deal. You can also create them manually from the client list.

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Client portfolio page

Click any client to open their portfolio. The page has three sections:

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Overview

The top section shows the client’s name and basic contact information. You can edit these details inline.

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Deals

All deals associated with this client. Each deal card shows the name, stage, expected value, and date. You can:
  • Click a deal to go to its detail page.
  • Create a new deal for this client — the client is pre-filled automatically.

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Proposals

All proposals where the client name matches. Each proposal card shows the name, status, document type, and total value. Click any proposal to open it in the editor.

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Creating a deal from a client

When you click Create deal from a client’s portfolio page, the deal form opens with the client already associated. This saves you from having to search and select the client manually.

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Client association in deals

When you create a deal, you can select an existing client from a dropdown. The client’s name then appears on:
  • The deal detail page sidebar.
  • All proposals created from that deal (pre-filled in the editor).
  • The client’s portfolio page under the Deals section.
A deal can only be associated with one client. If a project involves multiple stakeholders, use the primary decision-maker as the deal’s client and note others in the deal timeline.

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Client data flow

The diagram below shows how client information flows through Quikly:
  1. You enter a client name when creating a deal or proposal.
  2. If the client doesn’t exist, Quikly creates a client record automatically.
  3. When you create a proposal from a deal, the client name is pre-filled.
  4. When you create an addendum or renewal, the client is inherited from the parent proposal.
  5. All linked deals and proposals appear on the client’s portfolio page.