I have a startup company in the SAAS sector for the recreation management industry. We have our standard contract terms and conditions that need to be signed with the quote. I am currently using HS Quoting tool with the e-sig. What are you all doing to add the contract to the quote? Our stand t&Cs are like three pages long from our attorney. Any help would be greatly appreciated!
Hi @JesseP,
Using a custom quote template is the best solution for lengthy T&Cs when using HubSpot quotes.
For smaller sets of terms, we’ve used snippets to populate the editable box as needed, but that gets messy for anything longer than the basics.
Josh
I know this is an older post but I wanted to share an article I wrote to help anyone finding this question in Google Search. The article covers three different ways you can add terms and conditions to a HubSpot quote and the pros and cons of each approach.