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The following video will show you how to create custom Terms & Conditions for your quotes. You can create as many custom Terms & Conditions as you would like. Your T&C's can be set as a company default for all e-manageONE users to create a standardization throughout your business. 

You can even create custom T&C's for specific customers and set them as defaults for the custom. This setting is located on the customer record. Every time you create a quote for the customer, it will default to the T&C you selected and saved.

In e-manageONE, select the following:

Tools ->custom reports -> Open Telerik Report Designer

File -> Open -> C: -> Program Files -> e-manageONE -> Reports -> choose existing report or select file "tandc.trdp" to create new one

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