FAQs in this section
Where will terms and conditions appear in the CRM?
How can I add the terms and conditions?
Can I add terms related to my company's policies to the Inventory module in Vtiger CRM?
Why should I add terms and conditions for inventory?
How should I change the Terms and Conditions of Invoices?
How to change the Terms and Conditions of Purchase Order?
How to change the Terms and Conditions of Sales Orders?

Where should I set default Terms and Conditions for Quotes?

Follow these steps to enter your terms and conditions for the Quotes module:

  1. Sign In to your account.
  2. Click the User Menu on the top right corner of the screen.
  3. Click the Settings button.
  4. Look for the Inventory section.
  5. Select Terms and Conditions.
  6. Select the Quotes from the drop-down.
  7. Specify the terms and conditions in the text area.
  8. Click Save.

Your terms and conditions will now reflect in all the Quotes' records.

To know more about the Terms and Conditions in Vtiger CRM, click here.
Home Privacy Policy Terms of Service Security Center Policy & Legal Center
© Copyright 2021 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube