Edit Terms & Conditions Contractual Language With Each Estimate

1/20/22

Terms & conditions used to be preset in settings and applied to each estimate. If you needed to make a slight change to the contractual language, you'd have to go to settings and create a new slightly modified version. No longer is that the case with this feature addition. Now, when creating an estimate, you choose a set of terms & conditions from the drop down, and a new "Edit" link appears above.

  

You simply click on "Edit" and the terms & conditions pop up allowing you to edit both the title and the contractual language. Once you hit save, this edited version is saved and associated with that estimate only. If you need to use this edited version for other or future estimates, be sure to create it in the Settings section and save it there for future use. Enjoy the new feature!

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