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,


  1. Select Settings cog from the top menu bar.
  2. Accounts
  3. Select the Quotes tab.
  4. Scroll down to Quote Terms and Conditions.
  5. You can specify your settings here.
  6. Select Save when done.