Add Terms & Conditions to Quotes

To add Terms & Conditions to every Quote you create:

  1. If you don’t have one already, start by creating a Template.
  2. Add a Text Item towards the bottom of your Quote and call it 'Terms & Conditions'.
  3. Enter all your Terms & Conditions text to the Long Description field, or attach a PDF if you have a lot of text.
  4. While editing the Template, select 'Make default' (under 'Actions'). Now every time you create a Quote it will start from this Template, and your Terms & Conditions will always be included.

Learn more about Templates...

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