Creating Custom Quote Terms & Conditions
The following video will show you how to create custom Terms & Conditions for your quotes. You can create as many custom Terms & Conditions as you would like. Your T&C’s can be set as a company default for all e-manageONE users to create a standardization throughout your business.
You can even create custom T&C’s for specific customers and set them as defaults for the custom. This setting is located on the customer record. Every time you create a quote for the customer it will default to the T&C you selected and saved.