Create Terms & Conditions sets for quotes

The Terms & Conditions section on Settings -> Quotes is where you create the sets of terms your team can choose from when building a quote; they appear at the bottom of the quote. Add Terms & Conditions to create a set with a name and content, then Save it on the card; the edit and delete controls change or remove a set. The content editor supports rich text — bold, italics, underline, headings, lists, divider lines, and tables — and that formatting appears on the quote exactly as you see it (see Format descriptions and terms with rich text).

You can keep more than one set (for example, standard and commercial). Because a quote requires terms before it can be saved, having at least one set here is what lets your team finish quotes.

Where to find it: Settings -> Quotes, the Terms & Conditions section

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