Default terms and order forms

Your company's Default terms are the terms and conditions every new quote starts with. They are written once by an administrator and can be changed on each quote.

Set the default terms (administrators)

  1. Open Company settings (Administration, Company).
  2. Under Documents, type or paste the text into Default terms.
  3. Select Save.

The text is plain: it prints exactly as typed, with its line breaks. Nothing in it is filled in or formatted, so do not use placeholders. Changing it does not change quotes that already exist.

Use them on a quote

A new quote starts with the default terms in Terms and conditions, in the quote's Terms section. Change the text there for one customer; the default stays as it is.

Order forms

ASTRO does not make order forms from a screen yet. When a customer signs an order form or contract, keep it with the subscription: open the subscription and add the file on its Documents tab.

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