How To Add a Link to Your Quotes

Topic

To add links to your quotes for sites pages like your T&C's (Terms & Conditions) or main website page, the best way to do this is to add this as a link in your quote document themes.

Instructions

1. Find and open your website link you would like to use in your browser.
2. In Tradify head to Settings > Document Themes.
3. Select the Document Theme you wish to add this to (If you just have one this will likely be called Standard).
4. Change to the Quote tab.
5. In the Terms section add any text you want here, including any immediate terms you want to display on your quotes and then you can add some text like "Visit our website" or "See our terms".
6. Copy the link to the page you want to link to from the URL bar.
7. Go back into Tradify and Highlight the text you wish to hyperlink to.
8. Paste the link onto the highlighted text.