Sales

Edit 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. If you're ever in a situation where the terms are out of date, or if you need to correct some wording in them, you can easily edit your existing terms.

Follow these steps to edit the terms and conditions that display at the bottom of your proposals and contracts.  

To edit contract terms:

  1. Click on Settings > All Settings using the left-hand navigation menu.

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  2. Click on the Contract Terms link to display your system's contract terms.

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  3. Locate the terms that you would like to update and click the Edit button.

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  4. Use the text box to update your terms.

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  5. Click the Save button when you are satisfied with your updates.

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