topic Re: Adding 10 (many) pages of terms to a quote in Tips, Tricks & Best Practices

Adding 10 (many) pages of terms to a quote

AHermansson — Tue, 22 Nov 2022 14:27:09 GMT

Hi!

The quotes are great. But we have lots of appendicies with our quotes/agreement. And they need to be part of what we send to clients so that they sign everything in one go. Has anyone a good solution for this? Links to document that are not a part of the quote wouldn't work I'm affraid.

Re: Adding 10 (many) pages of terms to a quote

TitiCuisset — Wed, 23 Nov 2022 07:50:07 GMT

Hi @AHermansson

Thank you for reaching out.

I want to tag some of our experts here - @JSC @Bruno_Teixeira @ChrisoKlepke can you think of any workaround for @AHermansson on this?

Thank you!

Best

Tiphaine

Re: Adding 10 (many) pages of terms to a quote

JSC — Wed, 23 Nov 2022 10:03:12 GMT

Hello

I think you can create a custom templates for your quotes, that would include all your terms and conditions.

As long as you do not need to customize them for each quote, it would work perfectly.

Have a nice day

Re: Adding 10 (many) pages of terms to a quote

AHermansson — Thu, 24 Nov 2022 13:11:53 GMT

Thank you Sean.

I did try in the quote designer but it was kind of limited when it came to large amounts of text. I'll take a second look.