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 separate Terms and Conditions page.
Please 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. Navigate to 'Admin' then select the 'Templates' tab. Scroll down to the 'Quotes' section and click 'Add' as shown below
![](https://support.nextminute.com/hubfs/image-png-May-08-2023-05-30-55-3955-AM.png)
Step 2. 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.
![](https://support.nextminute.com/hubfs/image-png-May-08-2023-05-31-03-7548-AM.png)
Step 3: Make your newly added T&C's page your system default so it's added to all future 'Quotes'
![](https://support.nextminute.com/hubfs/image-png-May-08-2023-05-31-09-9611-AM.png)
You'll be prompted to select 'Yes' or 'No' to make this newly added T&C page your default, select 'Yes'
![](https://support.nextminute.com/hubfs/image-png-May-08-2023-05-31-15-2289-AM.png)
Now your new T&C page is set as your default T&C page
![](https://support.nextminute.com/hubfs/image-png-May-08-2023-05-31-21-7762-AM.png)
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.
![](https://support.nextminute.com/hubfs/image-png-May-08-2023-05-31-28-6933-AM.png)
Step 2: Select More and Add T&C Page
![](https://support.nextminute.com/hubfs/image-png-May-08-2023-05-31-39-0128-AM.png)
Step 3: Select your Template and Save
![](https://support.nextminute.com/hubfs/image-png-May-08-2023-05-31-46-4043-AM.png)
Step 4: Select Preview to view T&C page
![](https://support.nextminute.com/hubfs/image-png-May-08-2023-05-31-52-0323-AM.png)
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.
![](https://support.nextminute.com/hubfs/image-png-May-08-2023-05-32-06-3470-AM.png)