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Save Time with Proposal Text

Create standard terms and conditions for occasional work and add to estimate in just a single click.

Terms and Conditions allow you to enter text in estimates, automatically, using a couple of different tools:

  • Terms and conditions can also be setup so that your 'contract' prints out at the end of your estimate
  • Terms and conditions could be setup for common 'blocks' of text , like a planting warranty, payment terms, lawn care specifications, and more

 

To setup your default contract wording for your proposals

  1. Click the Estimate menu
  2. Click Terms + Conditions
  3. Click the +New button to create a new term + condition
  4. Enter a descriptive name for your Term and Condition so that you and your estimators know what it is  (e.g. Planting Warranty, Change Order Process)
  5. Choose whether you want the term and condition to be available for:
    1. Standard (construction) estimates
    2. Service (maintenance) estimates
    3. Customer descriptions (on proposals)
  6. Type the text you want to appear in the terms and conditions section.  You can also cut and paste text from other documents and webpages.  Warning: sometimes cutting and pasting brings over 'invisible' formatting and can lead to weird sizing issues that don't appear on-screen.  It's best to type your terms and conditions from scratch.
  7. Click OK to save your new term and condition

Your new term and condition is ready now to be added to estimates.  You can easily add the term and condition to different sections of the estimate by:

  1. Open the estimate you want to add the term and condition to
  2. Click the Client Notes tab on the estimate

If you want the term and condition to appear before any pricing information...

    • open the text box called Estimate Header Terms & Conditions
    • click the Add Terms and Conditions button in the upper right to open the Terms + Conditions panel
    • click the green + button beside the term and condition name that you wish to add
    • the term and condition will be automatically inserted after any pre-existing text in the header section.  You can cut/paste to move it now wherever you want and you can make any changes specific to this particular estimate.

 

If you want the term and condition to appear in the client notes for a specific work area on the estimate...

    • open the text box with the name of the work area whose description you'd like to edit
    • click the Add Terms and Conditions button in the upper right to open the Terms + Conditions panel
    • click the green + button beside the term and condition name that you wish to add
    • close the Add Terms and Conditions panel to return to editing mode
    • the term and condition will be automatically inserted after any pre-existing text in the client notes for this work area.  You can cut/paste to move it now wherever you want and you can make any changes specific to this particular estimate.

 

If you want the term and condition to appear after all your pricing information...

    • open the text box called Estimate Footer Terms & Conditions
    • click the Add Terms and Conditions button in the upper right to open the Terms + Conditions panel
    • click the green + button beside the term and condition name that you wish to add
    • the term and condition will be automatically inserted after any pre-existing text in the footer section.  You can cut/paste to move it now wherever you want and you can make any changes specific to this particular estimate.

 

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