Terms & Condition Setup

Daylite Sales Assistant can store multiple Terms & Conditions that can be selected as required on a document that supports adding of Terms and Conditions.

*This allows a single template document to be used for many different use cases and avoids the need for multiple template files.

Setting up your Terms & Conditions

Open the Daylite Sales Assistant preferences and click the + button to add your Terms.

Terms are then available to select from in the PDF generation window: