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Best way to attach T&C to Quote

edited Nov 22, 2019 10:27AM in CRM 13 comments

We now have a need to generate quotes to certain customers.  On our website when someone purchases an item, we have them acknowledge our Terms & Conditions.  However, when generating a quote and allowing that quote to be viewed (and turned into a purchase) from the customer portal, I don't see a way of linking the quote to the T&C.

Questions:
1.  Is it possible to somehow attached the T&C to the quote?
2.  If not, can we modify the customer portal so that when the customer then purchases from the quote, they are given the same check box to acknowledge the T&C as is done in the web store?

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