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Where do I set the default Terms and Conditions for Quotes?

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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.
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