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Add or Edit Agreement Terms

Last Updated: Dec 20, 2017 03:57PM EST
Proposal terms are individual paragraphs that disclose important information for your leads to agree to. Terms only need to be entered once and can be added to a proposal automatically via a template, or manually when generating the agreement. 

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.

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