Skip to main content
All CollectionsSettings
How to update Terms & Conditions
How to update Terms & Conditions

Easy way to communicate your company standards to your customers

Danielle Walls avatar
Written by Danielle Walls
Updated over a week ago

1. Click on Company Settings

Click on Company Settings

2. Click on Templates

Click on Templates

3. Edit in the text box as much as you like

Make sure to add any important info you want your customers to know

Edit in the text box as much as you like

4. Click on Save

Click on Save

Let's see how that looks on a Proposal


5. Click on any Proposal

Click on any Proposal

7. Click on View Portal

Click on View Portal

8. You will now see your updated Terms and Conditions

You will now see your updated Terms and Conditions
Did this answer your question?