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creativeedgecurb
Level 1

I'm having issues adding my terms and conditions to the estimate. There isn't enough space

 
4 Comments 4
Charies_M
Moderator

I'm having issues adding my terms and conditions to the estimate. There isn't enough space

Good day, creativeedgecurb.

 

If you're referring to adding terms and conditions on the Message displayed section of your Estimate, then the reason for having not enough space is because it has a limit in character. 
 

Message displayed on estimate - 1000 character limit

Message displayed on statement - 4000 character limit

 

To get more information about the feature limits in QuickBooks Online (QBO), check out this article. (Click the What are the character limits in fields? section): QuickBooks Online file size and feature limits.

 

I also want you to get in the loop about the latest news and product developments in QuickBooks. That said, I encourage you to visit our Firm of the future site. To narrow down your search, you can go to the Product & Industry News tab.

Keep in touch if you need any more assistance while working with estimates, or there's something else. I've got your back. Have a good day.

Fiat Lux - ASIA
Level 15

I'm having issues adding my terms and conditions to the estimate. There isn't enough space

@creativeedgecurb 

As another option, consider having an additional app to create an engagement letter as your T&C. It will be sent automatically with your Estimate.

Brads22
Level 1

I'm having issues adding my terms and conditions to the estimate. There isn't enough space

Did you ever find a way to add terms and conditions? I'm running into the same issue. 

 

GebelAlainaM
QuickBooks Team

I'm having issues adding my terms and conditions to the estimate. There isn't enough space

Hello there, @Brads22. I'm here to help you add terms and conditions to your estimates.

As my colleague stated, the option to add terms in the condition from the Message display section of your Estimate is unavailable. Since there's a character limitation that causes having not enough space error. Thus, you can create your own template by importing an MS Word file from the Attachments area of your Estimate. This way, you can include your additional terms and conditions in your quotes.

You can also check this article for further details on how to manage attachments in QuickBooks Online and also check on the supported attachment file types: Attachments in QuickBooks Online.

I'd also suggest sending feedback to our Product Development team with regard to this matter. In order for them to enhance and give you the best QuickBooks experience. Your opinions with us will be highly appreciated. You can refer to the steps below:

  1. Go to the Help menu and then select Send Feedback Online.
  2. Choose Product Suggestion.
  3. Add the type of feedback.
  4. Type in your feature suggestion.
  5. Once done, click Send Feedback.

Then, you can visit our QuickBooks Online Feature Requests website to track the status of your submitted feedback.


I've also added the following articles that you can check and use in the future:
 

I'll be around if you have clarifications about the process and how to manage your sales forms in QuickBooks Online. Take care and happy Halloween!

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