Add Standard Terms To The Bottom Of A Quote Or Order


Is there text that needs to be included on every Quote or Order? Modify the Quote & Order Form to add any standard information to each Quote or Order.

Text can be copied and pasted into the  Static Text Field, then it can be positioned anywhere in the Form


  1. Click Settings > Quote > Forms > Select the Quote & Order Form to modify.
  2. Click the Add Field icon
  3. Select Static Text as the Data Type then type or paste text into the dialog box.

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