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      2. System Settings
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      Default Contract Terms

      An important step in creating your contract is adding your contract terms and conditions. These terms usually include your payment terms, deadline policies, refunds, and more. You can configure ASG to display a specific set of contract terms as default.

      Follow these steps to designate a set of terms and conditions as default:

      1. Click Settings > All Settings from the left-hand navigation menu to display your system settings.

        Screen Shot 2021-07-27 at 9.27.18 AM
      2. Click the Contract Terms link found under the Sales heading to display the Contract Terms window.

      3. Locate the set of terms that you would like to set as default and click the Make Default button.

        Screen Shot 2021-12-28 at 3.13.18 PM

      Now, when you create a contract or proposal, the selected terms will automatically be brought in.

      Screen Shot 2021-12-28 at 3.15.11 PM
      Note: If you do not wish to use these terms for this contract, you can always change them by clicking the drop-down arrow for Terms on the contract.