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Im running into issues with the 4000 character limit on estimates for terms and conditions.
It seems to be a common issue, but a lot of people have grumbled about on the forum here.
Anyways, a QuickBooks associate mentioned the only way to solve the problem was to upload a PDF of my terms and conditions to the estimate.
Running issues with the solution because I have to manually add PDF each time I create an estimate because you can’t add an attachment to an estimate template.
I even tried to create a default customer with a template that I attached the pdf to. My intention was every time I would create an estimate I could go into that estimate and duplicate it as the starting point, which would include the attached PDF, which I already attached to the estimate however, every time duplicate this estimate wipes out the attachments field. What’s the purpose of the duplicate button if it’s not duplicate every single aspect of the estimate?
long story short . I need a larger limit of at least 10,000 characters or I need The ability to add an attachment to estimate template so every time I create an estimate, it already has the attachment of the terms and conditions or I will be moving by business to another provider. The fact that this is an issue really surprises me.