In this article we take you through the steps in creating a Terms and Conditions page template for Quotes and then adding that template to a Quote. This is useful for building Quotes and Invoices with a seperate Terms and Conditions page.
Note: In this example we are creating a Quote T&C's page template but the same steps apply for creating an Invoice T&C's page template.
Step 1: Select Admin & Templates
Step 2: Select Add
Select Add next to Quote terms & conditions page, as shown below;
Step 3: Fill in the template and Save
Add a Template Name and copy your terms and conditions into the body of the template. Make any changes, insert merge fields as required and Save.
Add a T&C's page to an existing Quote.
Step 1: Select the Quote
Go to Accounts, Quotes and select the Quote you wish to add a T&Cs page to.
Step 2: Select More and Add T&C Page
Step 3: Select your Template and Save
Step 4: Select Preview to view T&C page
Click through your quote pages and as you can see below, the Terms and Conditions page is attached to the Quote on the final page.