Setting Default Terms

Set default contract terms for each estimate type so the correct terms are automatically applied every time you create a new estimate.

Default terms in PaintScout assign a specific contract terms document to each estimate type, so the correct terms are automatically applied to every new estimate. If your estimates are using the wrong terms, you likely need to assign terms to your estimate types.

How Do I Assign Terms to Estimate Types?

1. Click the person icon in the top right and go to your Account Settings > Estimates > Estimate Types section and select each one.

2. Once you have selected an estimate type, choose which set of terms you would like to set as the default.

Once you do this, it will only affect new estimates made. Learn how to change a set of terms on a previous estimate.

Related articles

Estimate Types

Create estimate types like Interior, Exterior, and Cabinets to organize rates, terms, presentations, and filter reporting data.

Setting a Default Presentation

Set a default presentation (proposal template) for each estimate type so the correct layout is automatically applied to every new estimate.

Estimate Disclaimers

Customize acceptance and decline disclaimers that appear below the signature box when customers respond to estimates.

Updating Estimate Terms

Add, edit, and manage contract terms in your account settings, plus learn how to change or update terms on individual estimates before they are accepted.