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How to Customize the Terms and Conditions for a Specific Proposal?

How to Customize the Terms and Conditions for a Specific Proposal?

Here you will see How to Customize the Terms and Conditions for a Specific Proposal

Laura Cuadros avatar
Written by Laura Cuadros
Updated over 2 months ago


​If the proposal was already accepted, you can't make changes


1. Click on Sales Pipeline

Click on Sales Pipeline

2. Locate the Deal

Locate the Deal

3. Click on View Proposal

Click on View Proposal

4. Scroll down

Scroll down

5. Click on View/ Edit T&C's

Click on View/ Edit T&C's

6. Make the Changes You Need

Make the Changes You Need

7. Click on Save

Click on Save

8. Click on OK

Click on OK

9. The New Terms&Conditions Will Show Up, Only in that Proposal

The New Terms&Conditions Will Show Up, Only in that Proposal

If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.

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