To add proposal terms:
1. From the menu, click Settings --> Sales & Marketing Settings.
Then go to section Lead Management and click "Agreement Terms."
2. Click on “Add Terms”
3. Enter the name of your terms and text for the terms. Formatting can be added using the toolbar.
4. You can also choose to have terms require specific approval from the customer. When getting the final signature they can also be prompted to enter their full signature or initials next to specific sets of terms.
5. Click the “Save” button to save your terms.