Customer Q: What’s the best way to add terms and conditions to a quote?

The best way to add terms and conditions to a quote would be to use the Contract/Disclaimer section. This can be accessed when creating quotes or via Settings > Branding > PDF Styles > Quotes > Contract/Disclaimer.

For those with access to Advanced Quote Customization, terms and conditions can also be added as a PDF or document in the Attachments section of a quote. (This will be launching soon in March!)