Skip to main content

Terms & Conditions

C
Written by Chris Curd
Updated over 3 months ago

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

  1. Tap the New button.

  2. Provide a name for the document.

  3. Choose whether this document should be the default document for quotations.

  4. Upload a PDF file.

  5. Hit Save to add it to the system.

Editing a Terms & Conditions Document

  1. Tap the name of the Terms & Conditions document.

  2. Edit the desired fields.

  3. 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.

Did this answer your question?