Is there a way of adding a tickbox when Terms and conditions are attached to estimates so that the customer can confirm agreement?
We don’t really have any provision for storing Ts and Cs, or anyway to accept or decline them. You could either add a link to the payment terms on your invoices, something like “By accepting this estimate you are accepting the following terms and conditions”
Just enter something like this in your payment terms box:
By accepting this estimate you are accepting the following <a href="http://support.quickfile.co.uk/terms_and_conditions.htm" target="_blank">terms and conditions</a>
The other thing you could do is attach a file to the estimate containing your Ts and Cs and again refer to them in the payment terms or notes box.
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You can now append your own terms and conditions to an estimate using the Supplementary Pages feature.
This is not a tick box type solution, but it may help in this situation.
I know this is a very old thread but we’ve released a further update today so that you can show a confirmation box and request that the user acknowledges acceptance of your terms and conditions. This follows on from the Supplementary Pages feature we launched last week.
A post was split to a new topic: Estimate acceptance - can I add a PDF document?
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