Add Standard Terms At Bottom of Quote

Here are instructions to add standard terms to the bottom of your quote form.

It's possible to add scanned terms by using a "Static Image" data type instead of Static Text; but it's tricky to get a scanned image to look just right. It's usually much easier to copy and paste text.

The simplest solution is to copy and paste the standard terms into a "static text" field on a Quote Form:

add standard terms

  1. Click Settings > Quote > Forms
  2. Select the Quote form you would like to modify
  3. Press the + Add Field icon
  4. Select Data Type Static Text then copy and paste your terms into the dialog box and press Save
  5. If you want the terms always to show up on a separate page, click on + Add field again, and choose data type "Page Break", then slide above your Standard Terms.

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