Terms updated in the settings will only affect new estimates made. Learn how to update terms on estimates that are already made.
How to Add & Edit Terms
1. Click the person icon in the top right and go to your Account Settings > Terms section.
2. A default set of terms comes with your account, you can adjust these or create a new set by clicking the +Add New Terms Document button.
3. Once you have finished, be sure to assign your terms to your estimate types by clicking the Estimate Types section in your account settings and selecting each type to assign a default set of terms. +Learn more here.
How to Edit Terms on an Estimate
1. Click the Menu Sidebar icon on the far right of your screen.
2. Select the Contract Terms tab.
From here, you can select a different set of terms by clicking change selection, or edit the contract currently chosen.
Important Reminders:
Please be aware that any changes made to the contract will only apply to the specific estimate you are currently working on. These modifications will not affect other estimates in the system or update the Terms in your Account Settings.
Additionally, once an estimate has been accepted, the terms cannot be adjusted.
Reach out to our Support Team for any questions.