There are three places that you can add terms and conditions 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.
4. After you have entered your terms, click the save button in the bottom right corner of the screen.
