Including Terms & Conditions
To include Terms & Conditions in every Quote you create:
- If you don’t have one already, start by creating a Saved Quote.
- Add a Text Item towards the bottom of your Saved Quote and call it 'Terms & Conditions'.
- Enter all your Terms & Conditions text to the Long Description field, or attach a PDF if you have a lot of text.
- While editing the Saved Quote, select 'Make default' (under 'Actions'). Now every time you create a Quote this Saved Quote will be your first choice, and your Terms & Conditions will be included.