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, Web Portal > Settings > Accounts > scroll to Quote Terms and Conditions > specify your settings here > Save.


To add your Terms and Conditions on the App > Log in > Settings > Quotes > scroll to Quote Terms and Conditions > specify your settings here > Save.