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Getting started
Getting started

Creating your first client, proposal, project, invoice, and forms

Michelle Lee avatarGeoff Mina avatar
By Michelle and 1 other2 authors14 articles
Which Moxie plan is right for me?
How to collaborate with others in Moxie
User Types & Access
Custom Fields
Import your data

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

How Moxie's features work together


Moxie - a complete overview
Onboard your first client
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