> For the complete documentation index, see [llms.txt](https://learn.withessential.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.withessential.com/administration/settings/create-terms-and-conditions-sets-for-quotes.md). # 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](/revenue/quotes/format-descriptions-and-terms-with-rich-text.md)). 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 ## Related guides * [Choose and customize your quote document template](/administration/settings/choose-and-customize-your-quote-document-template.md) * [Set up quote prompt templates for AI drafting](/administration/settings/set-up-quote-prompt-templates-for-ai-drafting.md) * [Add or edit a pricebook item](/administration/settings/add-or-edit-a-pricebook-item.md) * [Add the intake form to your website](/administration/settings/add-the-intake-form-to-your-website.md) * [Automate task statuses with Task Automations](/administration/settings/automate-task-statuses-with-task-automations.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://learn.withessential.com/administration/settings/create-terms-and-conditions-sets-for-quotes.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.