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Add Contacts You Can Reuse

When you add a customer as a contact in Docelf, you can use them again in any quote, invoice, estimate or receipt—no retyping needed.

Open the Contacts Page

From your home screen, click on the Contacts tile to manage your customer list.

You’ll see everyone you’ve added so far. If you're just starting out, the list might be empty—but not for long.

Add a New Contact

Click New Contact to add someone manually. Fill in their name, address, email, and phone.

You can always come back and update their info later. Notes are optional—and handy if they always want delivery on Fridays!

Contacts Are Added Automatically

Docelf also adds new contacts automatically the first time you enter them into any document. You don’t need to save them separately—they’ll show up next time.

Use Saved Contacts in Documents

When you create a new document, just start typing in the “Bill To” field. You’ll get a dropdown of matching contacts to choose from.

This keeps everything quick, accurate, and easy to manage.

Whether you’re working with one loyal client or a list of fifty, having your contacts saved means fewer clicks and faster sending.