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Presentation Terms & Conditions

Presentation Terms & Conditions

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

You can add presentation terms that will display every time that particular presentation template is used. NOTE: These terms will display after the company-wide terms and before the project terms.

 

  1. Go to the preview tab of the proposal and select the template you would like to use.

  2. Turn on the “Edit” toggle.

  3. Click on “Presentation settings” in the bottom left corner.

  4. Scroll down the page until you see the box for “Presentation-specific terms & conditions.”

  5. Enter your terms and conditions using the formatting instructions listed on the left side.

  6. Once you have entered your terms, close the pop-up menu and save the changes to the presentation settings.