How to Add Company Terms and Conditions

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Overview

Company-wide terms and conditions are attached to every quote you send, whether it is sent electronically or as a PDF. You set them once in your estimating settings, and they are added automatically after the proposal.

Open Estimating Settings

1. In the left-hand menu, click Settings.
2. Click Estimating settings. The Estimation settings page opens.

Add Your Terms and Conditions

1. Scroll down to Presentation settings, near the bottom of the page.
2. Under Company-wide terms & conditions, enter your terms and conditions in the text editor.
3. In the top right corner, click Save changes.

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Why This Matters

• Your terms and conditions are attached automatically to every quote, so you don't have to add them each time.
• They appear whether the quote is sent electronically or as a PDF.

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Summary

To add company-wide terms and conditions, go to Settings > Estimating settings, scroll down to Company-wide terms & conditions under Presentation settings, enter your terms, and save your changes. They are then attached to every quote after the proposal, both electronically and in the PDF.