Include your disclaimer, waiver, warranty, and contract language in your bid document to automatically create customized Terms and Conditions for each job.
Table of Contents
- Add Terms & Conditions via Setup Wizard
- Add Terms & Conditions via the Company Profile
- Manage Terms & Conditions
Add Terms & Conditions via Setup Wizard
- Click the Setup button at the top left of the screen to open the Setup Wizard.
- Select the Terms & Conditions step.
- Start typing or copy and paste existing language into the open text box. Use the tools to add personalization or update formatting. This contract will be included in every bid sent to your customers via the software. Primary users can assign, edit, remove, and add customized, product-based and standard contracts, disclaimers, waivers, and warranties at any time in the Company Profile.
Add Terms & Conditions via Company Profile
- Primary Users can find the Company Profile by clicking on the user icon in the upper right corner of the screen and selecting Company Profile. (To find the user icon on a tablet or mobile device, select the 3-line hamburger menu on the top right of your screen.)
- Select the Terms & Conditions on the left side of the screen.
- Click the Add Terms & Conditions button.
- Add your content, update settings, and assign products.
- Complete the name and type of term you are adding. (The type determines where this language will go within the bid. By default, the sections are ordered with Disclaimers first, then Waivers, Warranties, and Contracts last.)
- Start typing or copy and paste existing language into the open text box. Use the tools to add personalization or update formatting.
- Adjust the Settings by flipping the toggle switch to turn the below settings on or off.
- Default- The content will be automatically added to every bid.
- Locked- Users cannot change the terms and conditions on the fly within the bid creator.
- Required- The content cannot be removed on the fly within the bid creator.
- Link to Products allows specific language to only be added when a certain product is selected. Assign content to your product(s) by selecting it/them from the drop-down list.
- Click Save.
Manage Terms & Conditions
Edit
Adjust previously added Terms & Conditions.
- Find the Company Profile by clicking on the user icon in the upper right corner of the screen and selecting Company Profile. (To find the user icon on a tablet or mobile device, select the 3-line hamburger menu on the top right of your screen.)
- Select the Terms & Conditions on the left side of the screen.
- Click on the row or select the Action Menu button to the far right on the row and select edit.
- Complete any edits.
- Save.
Delete
Delete terms & conditions from the system.
- Select the Action Menu button for the terms & conditions item.
- Select Delete.
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