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.

@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.

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

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.
   
   

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

• Create and send estimates in QuickBooks Online
• Customize invoices, estimates, and sales receipts in QuickBooks Online
   

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!

How do you add a ms document to the default estimate template?

My terms is 8000 characters, and i dont see how to add a document attachment to an estimate tempate so i dont have to add it manually each time?

Thanks

I see you want to add your document to the default estimate layout so that you don't have to attach it manually every time you create an estimate, Joe.

The option to add an attachment to the default estimate template is unavailable. Our team is constantly improving our product for a better user experience. I can see its relevance for your business, so I recommend sending feedback to our product engineers.

Here's how to send feedback:

1. Go to the Gear icon, then choose Feedback.
2. Type in your valuable suggestions and recommendations. 
3. Select Next to submit.

Our dedicated product development team will carefully review your idea and may consider it for future updates.
 

For now, you'll want to manually add the attachment each time you create an estimate.
 

You can also consider third-party apps that offer this feature as an alternative solution. 

Here's how to access it in your product: 

1. Click Apps from the left panel, then go to the Find Apps tab.
2. From the search bar, type in the keyword to look for an app.
3. Once done, you can choose an app from the lists that suits your business needs. 

For future reference, you can convert your estimate to an invoice to save you time from entering the same info twice. QuickBooks will automatically fill in the details and link them both.

I appreciate your valuable feedback and acknowledge your contribution towards improving our product. With the workaround provided, rest assured that you can achieve your goal. I'm always here to help if you need further assistance with this. Have a good one!