Terms & Conditions attachment for Purchase & Sales Order
por d365.Global Pty Ltd
Attaching contractual T&C pdf document to orders emailed to external parties
Attach Standard Terms & Conditions to Purchase and Sales Orders – Instantly, Without Customisation
This lightweight but powerful extension for Microsoft Dynamics 365 Business Central makes it easy to include your company's standard Terms & Conditions on every outgoing Purchase Order or Sales Order email — without the need for any report customisation or development work.
Perfect for businesses of all sizes, this solution ensures that your legal or commercial terms are always included when documents are sent externally, helping reduce risk and streamline operations.
Key Features
- 📄 Use Your Own Terms & Conditions
Prepare your Terms & Conditions content in Microsoft Word, export it to PDF, and upload it into the system. No special formatting or templates required. - 🔧 No Customisation Required
Avoid the hassle and cost of modifying Business Central report layouts. This extension works seamlessly with standard document formats. - 📬 Automatic Email Attachment
The PDF Terms & Conditions are automatically added as an attachment whenever a Purchase Order or Sales Order is emailed — no manual steps needed. - 🔁 Supports Both Sales and Purchasing
Whether you're dealing with vendors or customers, your standard terms will always be included. - ⚙️ Simple Setup
A quick configuration process enables users to assign the correct PDF to either sales or purchase documents with minimal effort.
Key Benefits
✅ Save Time and Cost
Avoid expensive development or layout modifications — this extension delivers
what you need using standard functionality.
✅ Reduce Legal and Commercial Risk
Ensure your official Terms & Conditions are always included with outgoing
orders, helping protect your business in every transaction.
✅ Improve Compliance and Consistency
Standardise your communications across teams and departments by ensuring that
approved T&Cs are used every time.
✅ Empower Business Users
Give your team the ability to manage and update Terms & Conditions
independently — no IT involvement required.
✅ Enhance Customer and Vendor Communication
Maintain a professional appearance by consistently including your formal terms,
without cluttering the main document layout.
A Must-Have Add-on for Any Business Central User Sending Orders by Email
With this extension, you gain peace of mind knowing that your Terms & Conditions are always part of your formal communications — all without changing how your Purchase Orders or Sales Orders look.