To create, edit, or view your proposal settings and defaults, head to Settings.
Under the Proposals section, you will see a list of settings and defaults inside your instance. Anything set up here will be available to choose from when creating a proposal.
Select the appropriate option to create/view/edit; in this case, we will set up our Terms and Conditions.
Select + New Terms and Conditions in the upper right, add the text and name, format as you wish, and save. You will be redirected to the T&Cs list. Repeat this process as needed.
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