Presentations & Terms

Customize how your estimates look to customers with presentations and terms.

Presentations and terms control how your proposals look and what contract language they include. Build branded multi-page presentations, choose the right defaults for each estimate type, and manage the terms attached to new and existing estimates.

In This Section

• Presentations Overview — Build branded multi-page proposal presentations with pages, sections, and live previews
• Presentation Sections — Explore the available section types for layout, media, testimonials, documents, and more
• Setting a Default Presentation — Assign the right presentation to each estimate type so new estimates use it automatically
• Updating Estimate Terms — Add or edit terms in settings and update terms on individual estimates before acceptance
• Setting Default Terms — Assign a default terms document to each estimate type