In terms of contract settings, there are two sections that can occasionally get confused: Terms vs Terms and Conditions.
Estimate and Invoice Terms
Estimate Terms tell your client that there are a few conditions for you to move forward with your bid. For example, if the client kills the job the day before it starts, it’s not a free ride. Also, the length of time that bid price that you’ve created is good for.
Invoice Terms tell your client that it was a great time on the set, but now it’s time to settle up. Here, you define how many days until the invoice is due and what happens if the invoice is late.
Estimate and Invoice Terms are housed in Settings, and can be edited while inside the job under the Terms tab.
Terms & Conditions (T and Cs)
This long set of legal definitions will protect you and annoy your client. It defines what happens if a shoot day is postponed because of weather or other acts of God. It defines the terms around reshoots, payments, etc. Terms and conditions are housed in Settings. When you go to print a document, you can append them to your document in the Printing Layout Options pop-up window.
The terms and conditions in BlinkBid are designed to be static. In contains merg tags like:
{{personality business name}} = personality business name
{{your_name}} = personality name
{{job_number}} = job number
{{client_name}} = contact first name contact last name
When you import the T&Cs into a job, those tags will convert to the corresponding information associated with the job and the personality.
Click here for a video tutorial.
For more articles related to this topic, click here.