Company-Wide Terms & Conditions

Owned by Troy Sweet (Unlicensed)
Last updated: Feb 24, 2023
2 min read

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.

4. After you have entered your terms, click the save button in the bottom right corner of the screen.