Company Settings - Terms and Conditions

Company Terms and Conditions are critical to set up for your companies proposals.

These should be set up and maintained by your company administrator(s).  

The Company Settings page is accessible through the main menu --> Company Settings --> Terms and Conditions under Account Manager.

Terms and conditions - Your company terms and conditions go here.  These get appended to the end of every proposal automatically.   For your convenience, some industry standard terms and conditions have defaulted here for your review and modification.

{CustomerName} and {CompanyName} are useful fields here which will automatically populate your company name and the customer name that the proposal is being sent to.