Terms & Conditions
Terms & Conditions allow you to include a separate page with your proposals that explains warranties, payment terms, exclusions, and other important information for your customers.
The default Terms & Conditions included with the program are only a generic sample. You should always customize them to match your company’s policies and local requirements.
Editing your Terms & Conditions
To attach Terms & Conditions to your proposals, you must first edit the default terms.
On the Proposal page, click the Terms & References Lists tab, then click Edit Terms & Conditions.
Update the text to reflect your company’s warranty information, policies, and any other terms you want customers to review.
When finished, click Save, then click Close Terms.
Previewing and exporting Terms & Conditions
To preview or export your Terms & Conditions as a standalone document, click the Terms Preview button at the bottom of the page.
This allows you to print or export the Terms & Conditions as a single file.
Attaching Terms & Conditions to proposals
To include your Terms & Conditions with a proposal:
- Open the Proposal page
- Click the Job Details button
- Check Attach Terms & Conditions
Terms & Conditions are not included unless this option is checked. Always verify attachments before previewing or sending a proposal.
If you have any questions, please contact support@thepaintestimator.com.