How to Use Terms & Conditions Templates on Your Documents
The Terms and Conditions section of your documents is a place for you to let your client know how the process will work, which is in addition to the memo section. You can create terms and conditions templates that you can save and use on all future projects.
Access Your Terms & Conditions Templates
To access your terms and conditions templates, open a document that is still in the draft stage and go to the Terms and Conditions section. Then click the My Templates button in the lower right corner of that section.
This will open the Terms and Conditions Templates screen where you can create, search, edit, and delete terms and conditions. Here you can also set terms and conditions as the project or company defaults.
Create a New Terms & Conditions Template
To create new terms and conditions, click the Create New button in the upper right or the Create New Template button for your first set of terms and conditions. Then just type in the terms and conditions title and the template content.
In the template content you can add in a token, meaning the automatic generation of items such as your client’s name, your company name, or others. For example, “All terms apply to the work completed by [Company Name]”.
You also have the ability to set terms and conditions as the default template for the project and choose which documents (estimates, proposals, invoices, retainers, purchase orders) it applies to. Setting a template as the project default will not override previous documents’ terms and conditions.
When you’re finished, click the Save button to save these terms and conditions as one of your templates for future use, or click the Save and Add button to save these terms and conditions as one of your templates and apply it to the current document.
Set as the Project Default, Edit, or Delete Terms & Conditions
You can always set a terms and conditions template as the project default, edit it, or delete it later on by opening the Terms and Conditions Templates screen and clicking the three horizontal dots that appear on the right when you hover over the template.
Set Company Default Templates
To set a company default template, which will act as the default Terms and Conditions template across all projects, new and existing, admin users can click Save as Default at the top of the Terms and Conditions section once you have terms typed out.
This will save the Terms and Conditions as "Default Terms (System)" and will apply it to new documents — it will not override existing documents' terms. You can always change and edit the default templates anytime in the Default Company Templates screen, as detailed below.
Note: Setting a Project Default Template will override the Company Default Template on any new documents in said project.
Change Company Default Templates
To change the company defaults, click "Set Company Defaults” at the top of the Terms and Conditions Templates screen, which you can access by clicking My Templates at the bottom of the Terms and Conditions section of your document.
Here you can set the company defaults for terms and conditions, memos, and emails. Simply select which template you want to set as the company default for each section and document type.