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Buyer Contacts (Module)

The Buyer Contacts module controls how your buyer's contact information is displayed on a quote. By default, it shows the name, job title, email and phone for each related contact — but it's fully customizable using a rich text editor and dynamic field tokens.

Where the Buyer Contact Module Appears

When editing a quote template, the Buyer Contact module appears in two places:

  • The Template Modules panel on the right-hand side of the template editor
  • The quote preview in the top-left of the quote header, displaying the buyer's contact block
BuyerContacts

 

Opening the Module Configuration

Click Buyer Contacts in the Template Modules panel to open its configuration panel on the right side of the screen. This slides open a Module Configuration drawer labeled "Buyer Contacts."

BuyerContactsEdit

Default Fields

Out of the box, the Buyer Company module displays the following fields pulled from the buyer's company record:

  • Full Name (First Name + Last Name)
  • Job Title
  • Email
  • Phone Number

These are rendered as token chips in the rich text editor. The resulting output appears automatically in the top-left section of the quote when a buyer contact is associated with the deal. This module will show the information for each contact related to a quote 

BuyerContactsOnQuote

Customizing the Content with the Rich Text Editor

The Buyer Contacts content area is a rich text editor, giving you full control over formatting and layout. The toolbar at the top provides standard formatting options including bold, italic, underline, lists, alignment, and more.

You can freely edit the surrounding text, add line breaks, change formatting, or restructure how the address is presented.

BuyerContactsEditing

Inserting Additional Contact Field Tokens

Beyond the default fields, you can insert any contact field available in your system as a dynamic token.

To add a token:

  1. Place your cursor in the editor where you want the field to appear.
  2. Click the + (plus) icon in the toolbar to open the token picker.
  3. Set the Type to Contact.
  4. Search for or select the Property you want to display (e.g., City, Phone, Custom Field).
  5. Click Insert Token.

BuyerContactsSelectField

BuyerContactsNewField

Tip: Tokens also support fallback values, so if a field is empty on a contact record, you can define a default to display instead.

Previewing the Result

Once your configuration is saved, the buyer contacts information renders live in the quote preview. The module output appears in the top-left of the quote header, directly beneath the buyer company information.

The block shown above reflects the default token configuration — name, job title, emai, and phone — exactly as configured in the module.

Summary

Feature Details
Default fields Contact name, job title, email and phone
Editor type Rich text (supports formatting)
Custom tokens Any Contact field via the + Insert Token button
Fallback values Supported per token
Output location Top-left of the quote header

For additional customization of other quote header modules, see related articles on Buyer Company, Quote Info, and Quote Title modules.