Quote - Appearance Templates - Terms of Service
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This article provides an overview of how to customize terms of service in a quote appearance template.
In this article:
Overview
The Terms of Service is a legal copy that would appear on the quote and will represent static or semi-static content (except the ability to embed shortcode keys into the ToS body).
Activating Terms of Service
Please contact your Vonigo Customer Success team to activate this feature. You can choose whether to use text-only TOS or regular TOS.
Text Only vs Regular TOS
There are differences between text-only terms of service and regular terms of service.
- The quote printout presents the regular TOS as a single page of HTML-formatted content, which uses default system formatting when the content is placed into the text section.
- Text-only TOS allows users to hand-code HTML content, enabling a richer user experience and the TOS to be presented on multiple pages.
Accessing Quote Template
Terms of services are set up specifically per appearance template and can be configured through a quote appearance template page. Follow these steps to access the template:
- Click the Setup menu on the sidebar.
- Click the Prices & Finance section.
- In the quoting group, click Quote Appearance.
- Select the quote templates that you want to modify.
Customizing Quote Terms of Service
- In the quote template, find the Terms of Service section.
- Check the Use Terms of Service checkbox to use terms of service.
- Please fill in the text input area with your terms of service. Remember the TOS types (plain-text or regular) that are used in your company.
- You can further customize the terms of services based on language or franchise. Please remember that you can only use one of those options at a time.
Franchise-Specific Terms of Service
Terms of service can be set up on the franchise level. Follow these steps to enable franchise-specific terms of services:
- Ensure to check the Use Terms of Service checkbox.
- Check the Set Specific By Franchise checkbox.
- The input field now displays a Franchise Specific Terms of Service button. Click the button to be redirected to the franchise terms of service page.
- The page displays a list of franchises. Click on a franchise name to customize its terms of service.
- Check the Customize Terms of Service checkbox and fill in the custom terms of services in the provided input field.
- Return to the quote template page to deactivate it and uncheck the Set Specific By Franchise checkbox.
Note:
- Franchise operators can not update franchise-specific service terms. They can only be updated by the system administrator.
- A similar approach can be taken by creating multiple templates and assigning the default template for each client/ type franchise. The only difference in this approach is that all templates will be visible and can be applied by all system users who can create or edit quotes.
Language-Specific Terms of Service
If the system supports multiple languages, terms of services can be customized to be language-specific per template. Follow these steps to enable language-specific terms of services:
- Ensure to check the Use Terms of Service checkbox.
- Check the Set Specific By Language checkbox.
- The input field now displays a list of languages. Click on the language item to configure the terms of services for that specific language. It displays the same input field as before.
- To deactivate it, uncheck the Set Specific By Language checkbox.