Proposal Settings

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.