Company-Wide Terms & Conditions

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

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2. Go to “Estimating & presentation settings”

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

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