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Default Terms and Conditions for a quote

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Default Terms and Conditions for a quote

3/24/2007 2:08 PM EDT

Hi,
Is there a way to set a "Default" Terms and Conditions entry on a new quote?
I have forgot a couple of times to select our standard "Prices exclude tax etc" entry.

Thanks,
Leslie

1. 4/10/2007 12:45 AM EDT

I'd like to second the request to have default terms and/or remarks. Is there any way to modify the quote pdf to include custom terms or remarks?

2. 4/10/2007 2:40 PM EDT

The current Quote functionality does not include the capability to designate one or more T&C entry to be the "default".

But it's a good idea that we will put in the roadmap, along with some other Quotes improvements.

Thanks for the suggestion.

-Tom

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