Project Terms & Conditions

Owned by Troy Sweet (Unlicensed)
Last updated: May 01, 2023
2 min read

You can project-specific terms and conditions that will only be displayed for that specific proposal.

NOTE: These terms will display at the end of the proposal after the company-wide and presentation terms.

 

  1. Go estimate tab and click on the Pencil icon in the top right corner.

  2. Scroll to the bottom of this menu to the “project-specific terms and conditions box.”

  3. Enter the project terms using the same formatting rules as the other terms and conditions boxes.

  4. After you have updated the terms, save the changes to the proposal using the large save icon in the bottom right corner.