How do I update my company’s terms?

To update the Terms that will be automatically attached to each estimate you send, access the Settings page. Click on the “Settings” tab in the sidebar to navigate to the Settings page. Look for the Terms section under the “Company Settings” header.

You can then click the “Quote Terms”button to open the Edit Terms pop up window.. Paste in your terms and use the rich text editor to style them to your liking.

Will my terms be included on all of my quotes?

Your updated terms will appear by default on all new quotes but will not affect your existing quotes.