Adding 10 (many) pages of terms to a quote

AHermansson · ‎Nov 22, 2022

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.

JSC · ‎Nov 23, 2022

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

Jean-Sébastien Catier

Fondateur

Expert CRM | Partenaire Diamond

Paris, France

AHermansson · ‎Nov 24, 2022

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.

TiphaineCuisset · ‎Nov 23, 2022

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

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