Custom Terms and Conditions on proposals
- Thread starter Matt
- Start date
Hey Matt! Good news, you can pull this off today! 
Every Proposal starts with a default Terms & Conditions section (boilerplate our in-house legal team wrote). Head into the Proposal editor, scroll to Terms and Conditions, and swap that text out for your company's own. Once you edit your T&C, that version carries over to every new Proposal you create after it. So it's really a one-and-done setup — paste yours in once, and you're rolling.
Two quick heads-ups:
A true account-level default, where an admin sets the T&C once for the whole company, is exactly the kind of thing our team is exploring with Proposal templates. No timeline I can promise, but I'm passing this along to the Proposals crew because wishlist posts like yours are a big part of how that stuff gets prioritized.
Keep an eye on our News Center too — that's where we post updates as they ship, so you'll see it there first if this one lands.
Thanks for taking the time to write it up!
Every Proposal starts with a default Terms & Conditions section (boilerplate our in-house legal team wrote). Head into the Proposal editor, scroll to Terms and Conditions, and swap that text out for your company's own. Once you edit your T&C, that version carries over to every new Proposal you create after it. So it's really a one-and-done setup — paste yours in once, and you're rolling.
Two quick heads-ups:
- It's set per user, so each person on your team building Proposals will want to paste your company's T&C in on their first one.
- Hang onto the Proposal where you first set them. If every Proposal using your custom terms gets deleted, new ones will fall back to the original stock language. (Pro tip: keep a copy of your T&C in a doc somewhere so it's an easy re-paste if you ever need it.)
A true account-level default, where an admin sets the T&C once for the whole company, is exactly the kind of thing our team is exploring with Proposal templates. No timeline I can promise, but I'm passing this along to the Proposals crew because wishlist posts like yours are a big part of how that stuff gets prioritized.
Keep an eye on our News Center too — that's where we post updates as they ship, so you'll see it there first if this one lands.
Thanks for taking the time to write it up!
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