Overview
You can set up Terms & Conditions as well as Above the Fold text that will appear on the web view of your proposals. This allows you to customize your messaging as well as supply pertinent terms for the customers' approval.
These fields support markdown as well as HTML.
Proposal terms do not appear on the print templates due to limitations with the PDF generating platform. You can use the web view of the proposal as the print template (Control Panel > Proposals).
Settings and Navigation
While these settings live in Control Panel > Proposal Text.
There are also settings about the look of the Proposal that exist in Control Panel > Proposals.
Learn more about those settings on this page About Proposals and Settings _ DRAFT.
Above the Fold
This will display above the proposal summary table and below the header section of the proposal.
Terms and Conditions
The terms are version-controlled, so new versions are created with each edit. When a proposal is accepted, the proposal text that was in place at the time of acceptance is locked (so new terms won't apply to older, already accepted proposals.) Changes to terms will apply to open and new proposals.
Match Service
A convenient setting for the proposal text is that you can select certain services for the terms to appear on, so you can customize the terms for individual services/groups of services. If you leave the services unselected, the terms will display on All.
Setting terms to All means they'll show on services that don't have a separate T&Cs applied to them.
Proposal Print Template
There is an additional area where you can edit the HTML for Print Templates. These include Appointments, Invoice Reminders, and Proposals. You can use Proposal shortcodes to add additional information that shows only for the Print version of the Proposal.
Go to Control Panel > Print Templates.
This is a more advanced change. If you are unsure of what code to change, you can get yourself in quite the pickle. Please ask for Support assistance if needed.
