Obviously you want to make sure your client agrees to your There are three places that you can add terms and conditions which can include your payment schedule as well. We’ve made it really easy for you to add these to your proposal. Just click the rubix cube icon top left corner and then go to Estimating & presentation settings:
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Once you click in there look for:
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This is where you can add your Terms and Conditions. Just follow the instructions on left for how to add a heading.
Once you add these and click Save your customer will have to agree to these Terms and Conditions whenever they approve a proposal.
to your proposal. The first option is for company wide terms that will be added to every proposal that you send. You can also add presentation and project specific terms and conditions for more specificity.
Company-wide terms & conditions: These will display on every proposal.
Click on the menu button
Go to “Estimating & presentation settings”
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.
NOTE: These terms will display on every proposal that you generate. They will be listed first, followed by the presentation terms and then the project terms.
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4. After you have entered your terms, click the save button in the bottom right corner of the screen.
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