Here, you can define your standard terms and conditions for proposals. These are used to pre-fill the terms and conditions on your proposals. You can always change the terms at every proposal level while generating them. Please note that any changes made at proposal level impacts that specific proposal only and not the default terms and conditions. New proposals generated shall be pre-filled with default terms and conditions only.
To configure terms and conditions, please follow the below steps:
- Once logged in, click Main Menu (≡) on the header, then click Settings.
2. Click Proposal Options under Firm Settings.
3. Add your Default Terms and Conditions.
4. Click Save.
Learn more about Propsals.