Select your own terms and conditions document for the quote widget

You can now choose your own Terms and Conditions document for the quote widget.

This matters because customers can agree to your Terms and Conditions when they request a quote, instead of the default getSoapy terms.

You can pick any document from Policies & Documents, whether you uploaded it or created it using one of our AI-assisted templates, as long as it's set to Show on website.

To choose your document, go to Quote options in the More tab (or Tools > Settings > Integrations > Quote options in the new app design), then select the document you want to use.