🤔 What to do if you have multiple T&Cs for different types of jobs?
Example: Commercial and Residential Painting
1. Click on 'Proposal Templates'
2. Click on 'Manage Custom Section Templates'
3. Click on 'New Section Template'
4. Enter a 'Title'
For this example, we are creating a template for Residential Terms & Conditions for use on residential proposals.
5. Paste Your Content & Click on ‘Save'
💡 if You Will Be Using This Template in Place of Existing T&CS, You Can Remove the Current Terms From Your Company Settings
1. Click on 'Company Settings'
2. Click on 'Templates'
3. Highlight the Existing Terms From the Terms & Conditions Section and Delete Them
4. The Terms and Conditions Have Been Removed
5. Click on 'Save'
📜 How to Select Your New T&C's Template
1. Click on 'Sales Pipeline'
2. Open a Deal
3. Select a Proposal (Or Start From Scratch With Blank)
4. Click on 'Custom Sections'
5. Click on 'Add Custom Section'
6. Select from 'Available Templates'
7. Click on 'Save'
8. New Terms Will Be Updated
9. This Will Be the Client’s View on Their Proposal
If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.