> For the complete documentation index, see [llms.txt](https://help.paintscout.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.paintscout.com/support/customization/presentations-and-terms/setting-default-terms.md).

# Setting Default Terms

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.

{% embed url="<https://www.youtube.com/watch?v=4272ZUZpSb8>" %}

## 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.

<figure><img src="/files/0rVblxwaC7OAwMOX0Mwf" alt="Screenshot showing the Estimate Types section in Account Settings with estimate types listed"><figcaption></figcaption></figure>

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

<figure><img src="/files/wOQc0eklFPeAhdWdtPdk" alt="Screenshot showing the Terms drop-down for selecting default terms on an estimate type"><figcaption></figcaption></figure>

{% hint style="warning" %}
Once you do this, it will only affect ***new*** estimates made. [Learn how to change a set of terms on a previous estimate.](/support/customization/presentations-and-terms/updating-estimate-terms.md)
{% endhint %}

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## Related articles

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Estimate Types</strong></td><td>Create estimate types like Interior, Exterior, and Cabinets to organize rates, terms, presentations, and filter reporting data.</td><td><a href="/pages/ICTz3disVj6t2psrO7kj">/pages/ICTz3disVj6t2psrO7kj</a></td></tr><tr><td><strong>Setting a Default Presentation</strong></td><td>Set a default presentation (proposal template) for each estimate type so the correct layout is automatically applied to every new estimate.</td><td><a href="/pages/czmJxn5fbpScOJmDUqhQ">/pages/czmJxn5fbpScOJmDUqhQ</a></td></tr><tr><td><strong>Estimate Disclaimers</strong></td><td>Customize acceptance and decline disclaimers that appear below the signature box when customers respond to estimates.</td><td><a href="/pages/pH2jZpLH6NRIvxrEGksm">/pages/pH2jZpLH6NRIvxrEGksm</a></td></tr><tr><td><strong>Updating Estimate Terms</strong></td><td>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.</td><td><a href="/pages/5DEkZqmapgvAu79q2IAh">/pages/5DEkZqmapgvAu79q2IAh</a></td></tr></tbody></table>


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