Under Quote Terms & Conditions, you can add any terms and conditions relevant to your Quote here as default.
You can adjust the terms and conditions on each individual Quote when creating a new Quote, in the Terms Section.
To Add your Quote Term and Conditions,
- Select Settings cog from the top menu bar.
- Accounts
- Select the Quotes tab.
- Scroll down to Quote Terms and Conditions.
- You can specify your settings here.
- Select Save when done.