Create terms and conditions

You can define sets of text that represent additional terms and conditions under which a proposal falls.  These terms and conditions, if attached to a proposal, are shared with the buyer during negotiation.

Terms and conditions can be attached to a proposal by a sales representative at any point during negotiation. As an administrator, you can also specify that a give sets of terms and conditions be attached automatically to every new proposal.

Sales representatives can add or remove these sets of terms and conditions to their proposal at any point, even sets you've indicated be attached automatically. 

To create a set of terms and conditions:

  1. Go to the Admin tab and then Sales in the left-hand navigation panel.
  2. Under the "Terms and conditions" tab, select New terms and conditions.
  3. Enter a name and indicate whether this set of terms and conditions should automatically be attached to all future, new proposals.
  4. Click OK.

You can copy existing terms and modify them at any time. Modified terms and conditions apply to any future, new proposals that use them. You can also delete a set of terms and conditions at any time. Deleted terms and conditions can't be recovered, so be sure you want to remove them from your network before doing so.

If a proposal was created that uses a version of terms and conditions, that proposal continues to use that set terms and conditions—whether they were updated or deleted.

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