Terms and Conditions

Owned by Stephanie Pepper (e-manage|ONE)
Last updated: Aug 03, 2023
2 min read

In this guide, you will learn how to create and customize custom Terms & Conditions (T&C’s) for your quotes and proposals. With e-manage|ONE, you have the flexibility to create as many custom T&C templates as you need, allowing you to standardize business practices and tailor T&C for specific customers. Follow the steps below and/or watch the video below to set up custom T&C for your quotes and streamline the quoting process.

 

Step 1: Open the Report Designer

  1. Open e-manage|ONE and navigate to "Tools."

  2. From the dropdown menu, select "Custom Reports" and then click on "Report Designer."

Step 2: Accessing T&C Template File

  1. In the "Report Designer," click on "File."

  2. Navigate to "C:" and then go to "Program Files."

  3. Find and select "e-manageONE" and then proceed to the "Reports" folder.

  4. You can use the "tandc.trdp" template to edit and create a new one or open your existing T&C’s to edit

Typically your existing companies T&C’s will begin with your company name or company initials. For example: Systemcenter would be “SCtandc.trdp”.

Step 3: Modify or Create a New T&C Document

  1. If you modify existing, simply select the Save button when modifications are final.

  2. If you want to create a new set, be sure to rename and save to the same Reports folder.

Step 4: Applying T&C to Quotes

  1. We reccomend saving to your Reports Directory for a back up copy:

    1. If it is a brand new set of Terms and Conditions → In e-manage|ONE, go to Tools → Custom Reports → Add/Remove Custom Reports → Browse → Add

    2. If it is a modification and the report already exists in your Reports Directory → Highlight the document in the lower section of the Reports Directory → Select “Upload Changed File(s)”

  2. Navigate to any Quote → Select the “View Quotes” tab → Select Quote Settings → Click the “New/View” on the Terms and Conditions drop down → Browse for the New Terms and Conditions OR Select the Existing → Upload Changes.