The Terms and Conditions section appears at the end of the proposal. Enabling it ensures the client reviews and agrees to your terms before signing.
Steps
Open the proposal and click Settings on the left side panel
Under Other, click the pencil icon next to Terms & Conditions to open the editor
At the top of the editor, click Click here to copy Term And Condition Template to load a pre-built starting template you can customize
Edit the text directly in the editor using the formatting toolbar — you can bold, italicize, underline, add bullet points, and adjust font size
Use @{{COMPANY_NAME}} anywhere in the text to automatically insert your company name
Review your terms — the default template includes clauses such as:
Quote validity period (e.g. valid for 30 days)
Signature agreement terms
Redo or replacement policy
End date disclaimer
Choose to Save For This Estimate to apply to this proposal only, or Save For This Template to apply to all future proposals using this template
Toggle Terms & Conditions on in the settings panel to include it in the proposal
Edit Terms and Conditions panel with example content
