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Getting started
Getting started
Creating your first client, proposal, project, invoice, and forms
By Michelle and 1 other
2 authors
16 articles
Which Moxie plan is right for me?
Import your data
How to collaborate with others in Moxie
User Types & Access
Universal Search+
Get started with Moxie's features
Set up your account
Add your first client
How to create, edit, and manage a client
Navigating Moxie
Create your first agreement
Create your first project
Send your first invoice
Moxie Template / Workflow Tokens
How Moxie's features work together
Moxie - a complete overview
Onboard your first client
Custom Fields