When sending a Proposal from Travefy to your clients they will have the option to "Approve" it. When approving the Proposal, they will need to sign their full name and email address that looks like the example below:

If you wish to add your own Terms to this approval process, you can! Follow the steps below to create your own Terms to add to all of your proposal approval forms. 

1. Log into your account and go to your Settings.

To get to your Settings, click on your Profile image and name on the right-hand corner of your main dashboard. On the drop-down menu, choose "Account".

2. Next, select "Settings" on the left-hand side and then check the box next to "Use Custom Terms on Proposals".

Add your Terms in the field provided. Once updated, this will appear on all proposals that you send to future travelers. 

Your new Terms will appear in the approval process here:

Did this answer your question?