If you want to use a customer card you as a template when you create new customer cards, you can save it as a template.

Customers are the source of your income. You must register each customer you sell to as a customer card. Customer cards hold the information that is required to sell products to the customer.

You create a sales quote to record your offer to a customer to sell certain products on certain delivery and payment terms. You can email the document as a PDF attachment, you can also have the email body prefilled with a summary of the quote.