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Success Checklist: How to Enter Terms and Conditions
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.

Fred Pape avatar
Written by Fred Pape
Updated over a week ago

How to setup Terms and Conditions


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1. Click "SETUP"

Screenshot of: Click "SETUP"

2. Click "My Company"

Screenshot of: Click "My Company"

3. Click into the "Terms and Conditions" text box to enter your contract language.

Screenshot of: Click into the "Terms and Conditions" text box to enter your contract language.

4. Click "Save"

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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