> 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/updating-estimate-terms.md).

# 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.

Estimate terms in PaintScout are the contract terms attached to your proposals. You can add and edit terms in your account settings, and also modify terms on individual estimates before a customer accepts.

{% hint style="warning" %}
Terms updated in settings only affect ***new*** estimates. See below to update terms on existing estimates.
{% endhint %}

## How Do I Add and Edit Terms?

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

1\. Click the person icon in the top right and go to your **Account Settings** > **Terms** section.

<figure><img src="https://231248629-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPyUbJF1GXLjxdJqm89IQ%2Fuploads%2Fgit-blob-0d69f966e22603a67504245bea7a5fd34ab41c4a%2Fc5d013d4d6976d1e6086cf09_PaintScout_Settings_2024-01-17_at_4.09.10_PM.jpg?alt=media" alt="Screenshot showing the Terms section in Account Settings"><figcaption></figcaption></figure>

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.

<figure><img src="https://231248629-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPyUbJF1GXLjxdJqm89IQ%2Fuploads%2Fgit-blob-5cf433a47d0ac48c2f99da35005dc6b29a29891e%2F0ccf62c02271c1ec2fbaedfe_Screen_Shot_2023-07-03_at_3.30.23_PM.png?alt=media" alt="Screenshot showing the default terms document with the Add New Terms Document button"><figcaption></figcaption></figure>

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 >](/support/customization/presentations-and-terms/setting-default-terms.md)

***

## How Do I Edit Terms on an Existing Estimate?

1\. Click the **Menu Sidebar** icon on the far right of your screen.

<figure><img src="https://231248629-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPyUbJF1GXLjxdJqm89IQ%2Fuploads%2Fgit-blob-d6ffb42f1719cce68155a0638121f9850d9685ea%2Ffbde66e3adb88677347f811d_Screen_Shot_2019-08-20_at_3.42.31_PM.png?alt=media" alt="Screenshot showing the Menu Sidebar icon on the far right of the estimate screen"><figcaption></figcaption></figure>

2\. Select the **Contract Terms** tab.

<figure><img src="https://231248629-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPyUbJF1GXLjxdJqm89IQ%2Fuploads%2Fgit-blob-f7719e39ba1ed421f8a0394e267ba0ded63bc815%2F96f348d5102bcf54cde197c1_sidebar.jpg?alt=media" alt="Screenshot showing the Contract Terms tab selected in the estimate sidebar"><figcaption></figcaption></figure>

3\. From here, you can select a different set of terms by clicking **change selection**, or edit the contract currently chosen.

<figure><img src="https://231248629-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPyUbJF1GXLjxdJqm89IQ%2Fuploads%2Fgit-blob-1b12415bd182490c2bc1436c8e46f896d422b91e%2F3ad9a6f60de20de023a7bbac_Screen_Recording_2024-01-17_at_04.15.33_PM.gif?alt=media" alt="Animated screenshot showing how to change the terms selection or edit the contract on an estimate"><figcaption></figcaption></figure>

{% hint style="warning" %}
**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.**
{% endhint %}

&#x20;&#x20;

## 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 Disclaimers</strong></td><td>Customize acceptance and decline disclaimers that appear below the signature box when customers respond to estimates.</td><td><a href="/support/customization/templates-and-presets/estimate-disclaimers.md">Estimate Disclaimers</a></td></tr><tr><td><strong>Setting Default Terms</strong></td><td>Set default contract terms for each estimate type so the correct terms are automatically applied every time you create a new estimate.</td><td><a href="/support/customization/presentations-and-terms/setting-default-terms.md">Setting Default Terms</a></td></tr></tbody></table>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://help.paintscout.com/support/customization/presentations-and-terms/updating-estimate-terms.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.