Terms & Conditions Templates
Create reusable T&C templates to add to your quotes quickly.
What are T&C templates?
Terms & conditions templates let you save standard contract language and insert it into quotes with one click. You can create multiple templates for different types of work.
Creating a template
- Go to Settings → Quotes
- Scroll to Terms & Conditions
- Click Add template
- Enter a name and write your terms (Markdown supported)
- Click Save
Formatting with Markdown
Template bodies support Markdown:
```
Payment Terms
Payment is due within 30 days of invoice date.
Late payments will incur a 2% monthly fee.
```
Use the Preview tab while editing to see how the formatted text will look on a quote.
Setting a default template
Mark one template as the default and it will be automatically selected on new quotes. Go to the ··· menu next to a template and click Set as default.
Applying to a quote
In the quote builder, scroll to the Terms section and select a template from the dropdown. You can edit the text per quote — changes only affect that specific quote.
Updating templates
Changes to a template do not update existing quotes. Each quote stores a copy of the terms at the time it was created or last edited.