Modifying the Form Template to include long disclaimers _ If the disclaimer is long and you have the same disclaimer for every Estimate you create, for example your billing terms, and would like to make it a standard part of your form, using the Long Text Disclaimer section on the template itself may be the best solution. Choose Lists _> Templates _> select form _> Edit. The text can be entered and then the font size and placement can be adjusted using the Layout Designer.
Business Forms and Standard Letter Templates _ You will also need forms related to the financial side of running a business. It is great if you have some real industry examples of invoices and receipts that you can adapt into your own template with your own branding.