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Templates Library

Proposal Terms Templates

Save standard terms-and-conditions blocks and drop them into proposals with one click, no more pasting from a Google Doc.

Create a terms template

  1. Open Templates → Proposal Terms.

  2. Click New Template.

  3. Give it a name (e.g. Standard Monitoring Terms, Commercial Install Terms).

  4. Write the body. You can use variables like {{Client Name}} and basic formatting.

  5. Save.

Apply to a proposal

In the proposal builder, open the Terms tab and pick a template from the dropdown. The terms populate the editor and you can tweak per-proposal without affecting the saved template.

Versioning

Editing a template changes it for future proposals only. Already-sent proposals keep the terms text they were sent with, important for audit and dispute purposes.

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