Where should I set default Terms and Conditions for Quotes?
Follow these steps to enter your terms and conditions for the Quotes module:
- Sign In to your account.
- Click the User Menu on the top right corner of the screen.
- Click the Settings button.
- Look for the Inventory section.
- Select Terms and Conditions.
- Select the Quotes from the drop-down.
- Specify the terms and conditions in the text area.
- 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
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