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Customizing Terms and Conditions

Customize the terms and conditions presented to customers within quotes.

Create Terms and Conditions
  1. Go to "Settings" > "Terms and Conditions" > Click "Create new terms and conditions"
  2. Input the title and description. Click "Create" to save your terms and conditions. 

    You can create as many terms and conditions as you like.

Edit/delete terms and conditions

  1. In the list of terms and conditions, locate the specific set you want to edit or delete. 
  2. Click on the "Edit terms and conditions"
  3. Make the necessary changes to the "Title" and "Description".
  4. Click on the "Save" button to apply the changes.
  5. To delete, click on the "Delete terms and conditions."
  6. A confirmation message will appear. Click "Delete" to proceed with the deletion.


View terms and conditions in quotes

  1. Go to Customer's profile > Locate and click on the specific quote you want to view.
  2. Click on "View Customer Quote" to see the quote from the customer's perspective.
  3. Look for the blue "Terms and Conditions" text (hyperlink) located at the bottom part of the quote.
  4. This will redirect you to a new page displaying the complete set of terms and conditions you created.