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.

Terms updated in settings only affect new estimates. See below to update terms on existing estimates.

How Do I Add and 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 >

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How Do I Edit Terms on an Existing Estimate?

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

2. Select the Contract Terms tab.

3. 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.

Related articles

Estimate Disclaimers

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

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.