Managing the Conditions & Details Tab

Before You Start

The Conditions & Details tab allows you to customise important information for an individual Quote without changing your system defaults.

This tab is commonly used to:

Override your default payment terms.
Record the client's Purchase Order (PO), Work Order (WO) or other reference number.
Configure how the Quote PDF will be presented using the PDF Settings.

Note: By default, new Quotes inherit your standard payment terms.

If a particular project has different agreed payment conditions, you can override them here without affecting your default settings.

Add a Client Reference Number, enter the client's Purchase Order, Work Order or any other project reference number.

This reference will appear:

Note: Including the client's reference makes it easier for them to identify and process your documents.

The PDF Settings section allows you to customise how the generated PDF is presented to your client.

Because this is one of JGID's most powerful quoting features, it is covered in detail in Understanding PDF Settings.

Only override payment terms when they differ from your standard conditions.
Always enter the client's Purchase Order or Work Order where available.
Review your PDF Settings before sending the Quote if you are presenting multiple options or require a different document type.