Docs / Setting Up
Setup Quote Acceptance Terms
Taskly allows you to configure quote acceptance terms that are displayed to customers when you issue quotes, and saved in the customer portal. The following article outlines how to set/edit your acceptance terms.
Click Settings and open Website Settings
Scroll to Quote terms
Enter your terms in the text editor. You can view the formatting at the bottom in the preview.
Press Save Changes. Whenever a customer is issued a quote, they will have to accept these terms when accepting it.
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