How do I add my contract/terms?

To add your contract, just copy the text of your contract, navigate to Manage --> Business Settings --> Terms, paste it in and click Save.

You can include a few dynamic values in your contract by copy/pasting them from the box on the right. Note that you cannot create your own dynamic values by typing a term inside {{ }} inside the body of the contract - you can only use the values (we call them tokens) from the box on the right).

Yes, you can! You can insert specific terms that will only appear when the package they are applied to is booked. You can also use this method to add additional contracts; simply create optional terms for each contract, then paste the tokens for each contract into the box for your terms. For a quick how-to, watch the video above and skip to 5:55.

To create terms that will only apply to a specific package, click Create optional section in the box on the right.

Type in a name and token, then write or past in the contract language that you only want to use on specific packages. From the box on the right, click Edit and select the packages that these terms will apply to. When finished, click Save Changes at the bottom.

To use the optional terms, copy and paste the token into the contract where you want those terms to appear. When a package that has specific terms assigned to it is booked, those optional terms will show up in the contract.

To customize the terms on just one booking or proposal, go to Sales --> Bookings or Sales --> Proposals and click on the booking or proposal that you want to edit. Click the Manage Booking button, then click Edit Contract Terms. Make the necessary changes and click Save.