How do I add my Terms of sale?

To include your Terms of Sale document, you first need to upload your document as a PDF. Then, in the Files tab, click My documents > Add a file, select the file on your hard disk and click Save.

You can also drop the file directly to this area from your hard drive.

Once the upload is completed, your Terms of Sale document appears in the listing file just below:

Click the Action button to the right of the line.

In the next window, you can define what kinds of documents you want to attach to your Terms and Conditions.

Therefore, your file will be attached automatically each time you send an email. Of course, you can always remove any attached documents before sending the email.

Tip: This feature is not limited to the Terms of Sale document. For example, you can attach a promotional brochure with your estimates.

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