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How To Add Terms & Conditions To Quotes

Sep 5, 2024 | By: PhotoBiz Knowledge Base

PhotoBiz Website Package includes the Quotes & Invoices tool that allows you to send a quote to your clients to review and approve and then generate an invoice from that quote. This guide will walk you through how you can include terms & conditions with your quote. 

STEP ONE

Log into your PhotoBiz account and click on Quotes & Invoices in the left-side menu. 

STEP TWO

Create a new Quote or click on an existing quote that you want to send to a client. 

STEP THREE

Click on the EDIT button on the upper right side of your Quote. 

STEP FOUR

You can click on OTHER DETAILS and in the right-side menu, there's a TERMS & POLICY section that will allow you to add your terms to the quote. 

Please Note: This section has a limit of 2,000 characters.

After you've added your Terms & Conditions to your Quote, it will appear at the bottom of your quote similar to the screen shot below for your client. 

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