Including Terms & Conditions

To include Terms & Conditions in 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 Template 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. Once you're happy with your Template, hit Ctrl + S to save, and then under the Actions section, select 'Make Default'. Now every time you create a Quote this Template will be your first choice, and your Terms & Conditions will be included.