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You can add company-wide terms & conditions that will display on every proposal that you create. These will display first on every proposal, followed by the presentation and project terms.

  1. Click on the menu button

  2. Go to “Estimating & presentation settings”

  3. This will open the box to enter company-wide terms & conditions. Enter text into the box using the formatting instructions that are listed on the left side of the screen.

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