Go to the Companies tab and then click the Add Company button.

In addition to the company name, also add a contact person by selecting them from your contact list. When you use the option to send a proposal to the company, the selected contact person will be automatically set as the proposal recipient.

In addition to the above, you can also add address details or a note with important information. To do this, use the Show more fields option.

When entering information to send a proposal, provide the required recipient details and fill in the Company field. The system will detect if the company you are sending the proposal to does not yet exist in your database.

When you send the proposal, the system will automatically add the new company to your database. You can add additional information later when editing it.