🕰️ Est. Time: 5 minutes
🎯 Goal: Learn how to setup Terms & Conditions
🔑 Requirements: Admin permissions to manage Master Settings
➕ Add Terms & Conditions
On any Draft quote, tick on the option to show Terms & Conditions, and a new page will appear on your quote. You can edit the Terms & Conditions on this page. However, any changes you make will only apply to this quote.
If the quote is already Pending, Declined or Approved, you will need to click Edit in the grey bar at the top to make changes again.
⚙️ Setting up Master Terms & Conditions
To set up your Master Terms & Conditions, you will need to head to the Your Company page, which you can find by hovering over ⚙️ and under Account Settings.
Master Terms and Conditions are unique to each branch. So you will need to click the branch you wish to edit and then click the ✍️ next to QUOTE TERMS & CONDITIONS.
