The Terms & Conditions section allows users to upload documents that will be automatically attached to quotations sent to customers.
Adding a New Terms & Conditions Document
Tap the New button.
Provide a name for the document.
Choose whether this document should be the default document for quotations.
Upload a PDF file.
Hit Save to add it to the system.
Editing a Terms & Conditions Document
Tap the name of the Terms & Conditions document.
Edit the desired fields.
Hit Save to confirm changes.
Maintaining Terms & Conditions documents ensures that the correct contractual details are automatically included in customer quotations, improving efficiency and compliance.