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Success Checklist: How to Enter Terms and Conditions

In this article we will show you where and how to enter your terms and conditions that will be attached to every proposal you send.

Written by Fred Pape
Updated over a week ago

How To Enter Your Terms And Conditions


1. Click "Proposal Settings"

2. Click job type you want to enter terms and conditions for

3. Click into the text field and enter your terms and conditions

4. Click "Update" to save



Can I change the terms on an existing proposal?

No — once a proposal has been created, the terms on it can't be edited. If you need to send a proposal with different terms, you'll need to create a new proposal. To update your default terms for all future proposals, follow the steps above.


Do Terms and Conditions appear on invoices?

No — Terms and Conditions apply to proposals only. There is currently no way to add contract or legal text directly to invoices in SynkedUP. If you need your clients to agree to contract language, include it in your proposal Terms and Conditions before the work begins.


If you have any questions, please don't forget to use our chat box in the lower right-hand corner of your screen. We will be more than happy to help you.


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