{"id":7525,"date":"2022-01-13T02:10:52","date_gmt":"2022-01-13T02:10:52","guid":{"rendered":"https:\/\/bookipistg.wpengine.com\/?p=7525"},"modified":"2026-05-17T06:27:07","modified_gmt":"2026-05-17T11:27:07","slug":"how-to-set-the-terms-and-conditions-for-proposals","status":"publish","type":"post","link":"https:\/\/bookipi.com\/fr\/guides\/bookipi-proposals\/how-to-set-the-terms-and-conditions-for-proposals\/","title":{"rendered":"How to set the terms and conditions for proposals"},"content":{"rendered":"<div class=\"intercom-article\">\n<h2 class=\"intercom-article-subheading\">Learn how to set and edit the terms and conditions in Bookipi Proposals.<\/h2>\n<h1 id=\"h_53e0d2dace\">How to set the terms and conditions for proposals<\/h1>\n<p class=\"no-margin\">Learn how to set and edit the terms and conditions in Bookipi Proposals with our simple steps below.<\/p>\n<p class=\"no-margin\">\n<h3 id=\"h_3f6c7c0484\"><b>Step 1:<\/b> Click <b><i>\u2018Proposal\u2019<\/i><\/b>.<\/h3>\n<p class=\"no-margin\">Click on <b><i>\u2018Proposal\u2019<\/i><\/b> in either the dashboard menu or the left-hand panel of the screen.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img fetchpriority=\"high\" fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/ae42cf14762ebd3482fdd2de76ac5fe3409744b2ee11c49e81386d7dfdb81cf7.png\" width=\"1569\" height=\"960\" style=\"height: auto;\" alt=\"Bookipi Proposal Maker - How to set the terms and conditions for proposals - 1\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_6410fc0517\"><b>Step 2:<\/b> Click <b><i>\u2018Create\u2019<\/i><\/b> or select a proposal.<\/h3>\n<p class=\"no-margin\">Click <b><i>\u2018+ Create\u2019 <\/i><\/b>to start a new proposal, or select a proposal that you would like to send.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/6b72eb33ae47ff7038fd01372371ff964b3b237cb04f48669951de57e2d7f0bf.png\" width=\"1569\" height=\"960\" style=\"height: auto;\" alt=\"Bookipi Proposal Maker - How to set the terms and conditions for proposals - 2\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_cab7794643\"><b>Step 3:<\/b> Select the <b><i>\u2018Agreement\u2019 <\/i><\/b>tab.<\/h3>\n<p class=\"no-margin\">Go to the <b><i>\u2018Agreement\u2019<\/i><\/b> tab.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/649613995d08780142f5092b17edf26789d1f7919ad71ce5f5e7674fd27cefac.png\" width=\"1569\" height=\"960\" style=\"height: auto;\" alt=\"Bookipi Proposal Maker - How to set the terms and conditions for proposals - 3\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_0f8879e84d\"><b>Step 4:<\/b> Scroll down to the <b><i>Terms and Conditions<\/i><\/b> section.<\/h3>\n<p class=\"no-margin\">Scroll down to the <b><i>Terms and Conditions<\/i><\/b> section in your proposal.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/0850373fef0a07413d5089c70e6364662cb795d6adff9784f42265f4dca2a19c.png\" width=\"1569\" height=\"960\" style=\"height: auto;\" alt=\"Bookipi Proposal Maker - How to set the terms and conditions for proposals - 4\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<p class=\"no-margin\">A standard Terms and Conditions template is provided for your proposal. However, since the generated templates may not always perfectly match your specific business needs, you can customize them according to your preferences. In this case, you can:<\/p>\n<ul>\n<li>\n<p class=\"no-margin\"><a href=\"#h_9c42dcbb45\" target=\"_blank\" class=\"intercom-content-link\">Add a clause<\/a><\/p>\n<\/li>\n<li>\n<p class=\"no-margin\"><a href=\"#h_818bc45f7c\" target=\"_blank\" class=\"intercom-content-link\">Edit a clause<\/a><\/p>\n<\/li>\n<li>\n<p class=\"no-margin\"><a href=\"#h_8ea9fa2fd6\" target=\"_blank\" class=\"intercom-content-link\">Hide a clause<\/a><\/p>\n<\/li>\n<li>\n<p class=\"no-margin\"><a href=\"#h_02c65299c7\" target=\"_blank\" class=\"intercom-content-link\">Delete a clause<\/a><\/p>\n<\/li>\n<li>\n<p class=\"no-margin\"><a href=\"#h_2ab56cb20f\" target=\"_blank\" class=\"intercom-content-link\">Rearrange clauses<\/a><\/p>\n<\/li>\n<\/ul>\n<hr>\n<h2 id=\"h_9c42dcbb45\">Add a Clause<\/h2>\n<p class=\"no-margin\">\n<h3 id=\"h_a77f7c4373\"><b>Step 1:<\/b> Click <b><i>\u2018+ Add a clause\u2019<\/i><\/b>.<\/h3>\n<p class=\"no-margin\">Add a clause by clicking<b><i> \u2018+ Add a clause\u2019<\/i><\/b>.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/2a4a01bf9fffd4f5623897d1e0661c7ada50ef456c74bb75b49c33ccbb8248cb.png\" width=\"1569\" height=\"960\" style=\"height: auto;\" alt=\"Bookipi Proposal Maker - How to set the terms and conditions for proposals - 5\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_e17a31a9c4\"><b>Step 2:<\/b> Enter a <b><i>Headline<\/i><\/b> and <b><i>Content<\/i><\/b>.<\/h3>\n<p class=\"no-margin\">Fill in the <b><i>Headline<\/i><\/b> and <b><i>Content<\/i><\/b> of your clause.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/1890f54b3be0adc58cffaf06ec011fa8488f7e906d4a091be230ba3b845241fd.png\" width=\"1569\" height=\"960\" style=\"height: auto;\" alt=\"Bookipi Proposal Maker - How to set the terms and conditions for proposals - 6\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_b347066bd5\"><b>Step 3:<\/b> Click <b><i>\u2018Add\u2019<\/i><\/b>.<\/h3>\n<p class=\"no-margin\">Click <b><i>\u2018Add\u2019<\/i><\/b> to include the clause in your proposal.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/d65b6fa2729a7d07bb768ebde32a0cadb0f3974f609f3662f000577fc90c7e38.png\" width=\"1569\" height=\"960\" style=\"height: auto;\" alt=\"Bookipi Proposal Maker - How to set the terms and conditions for proposals - 7\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_2c27f96bf1\"><b>Step 4:<\/b> (Optional) Click <b><i>\u2018Save on setting\u2019<\/i><\/b>.<\/h3>\n<p class=\"no-margin\">Click <b><i>\u2018Save on setting\u2019<\/i><\/b> if you want the clause to be included in your future proposals.<\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/0c05c279b394e29e2a1bf7323234010e4b9250e08b0b34e67a68820fdb23cd2c.png\" width=\"1569\" height=\"960\" style=\"height: auto;\" alt=\"Bookipi Proposal Maker - How to set the terms and conditions for proposals - 8\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<hr>\n<h2 id=\"h_818bc45f7c\">Edit a clause<\/h2>\n<p class=\"no-margin\">\n<h3 id=\"h_8e93d65187\"><b>Step 1:<\/b> Click the pencil icon.<\/h3>\n<p class=\"no-margin\">Select the pencil icon on the far right of the clause to modify it.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/53b4ac56a101c2a75904012a5de8cbf513828c50155f950385e2617f4dc482ff.png\" width=\"1569\" height=\"960\" style=\"height: auto;\" alt=\"Bookipi Proposal Maker - How to set the terms and conditions for proposals - 9\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_09ba9e1e70\"><b>Step 2:<\/b> Edit the clause.<\/h3>\n<p class=\"no-margin\">Edit the headline and\/or content as needed.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/56e5f78d3c57185b06b99185d55092c1253725b55499b8b8ef6735653c3c7989.png\" width=\"1569\" height=\"960\" style=\"height: auto;\" alt=\"Bookipi Proposal Maker - How to set the terms and conditions for proposals - 10\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_8f8d9a5f60\"><b>Step 3: <\/b>Click <b><i>\u2018Update\u2019<\/i><\/b>.<\/h3>\n<p class=\"no-margin\">Select <b><i>\u2018Update\u2019<\/i><\/b> to save the changes.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/cef61069df1f4350355872737fa2d7eecba20fa5235f575ebc1d6798da3cbb44.png\" width=\"1569\" height=\"960\" style=\"height: auto;\" alt=\"Bookipi Proposal Maker - How to set the terms and conditions for proposals - 11\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_c8b7ef7e85\"><b>Step 4:<\/b> (Optional) Click <b><i>\u2018Save on setting\u2019<\/i><\/b>.<\/h3>\n<p class=\"no-margin\">Click <b><i>\u2018Save on setting\u2019<\/i><\/b> if you want the updated clause to be included in your future proposals.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/6c5a2927464266c3c62f845f26482f50ec859bac4b5f3a494ce52b75a9977d82.png\" width=\"1569\" height=\"960\" style=\"height: auto;\" alt=\"Bookipi Proposal Maker - How to set the terms and conditions for proposals - 12\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<hr>\n<h2 id=\"h_8ea9fa2fd6\">Hide the clause<\/h2>\n<p class=\"no-margin\">\n<h3 id=\"h_4621715438\"><b>Step 1:<\/b> Click the eye icon.<\/h3>\n<p class=\"no-margin\">Select the eye icon on the far right of the clause to hide it. This allows you to save the clause for future use, even if you\u2019re not currently using it.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/7e837b9e490972f07f0d1d1879ae22830f17698cf29dafd4b6d6d80cc55ea0fa.png\" width=\"1569\" height=\"961\" style=\"height: auto;\" alt=\"Bookipi Proposal Maker - How to set the terms and conditions for proposals - 13\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_aaab414655\"><b>Step 2:<\/b> (Optional) Click <b><i>\u2018Save on setting\u2019<\/i><\/b>.<\/h3>\n<p class=\"no-margin\">Click <b><i>\u2018Save on setting\u2019 <\/i><\/b>if you want the clause to remain hidden in your future proposals.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/71c33167a518596c3377d37dcfe836e5b53332082b6839eca89bc2245d11158e.png\" width=\"1569\" height=\"960\" style=\"height: auto;\" alt=\"Bookipi Proposal Maker - How to set the terms and conditions for proposals - 14\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<hr>\n<h2 id=\"h_02c65299c7\">Delete a clause<\/h2>\n<p class=\"no-margin\">\n<h3 id=\"h_3c49791fb2\"><b>Step 1:<\/b> Click the trash icon.<\/h3>\n<p class=\"no-margin\">Click the trash bin icon on the far right of the clause to remove it.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/dd00c2f5f7f111446df063512dbe5ac9a9bf9912e404c93d8d7df42f3f300414.png\" width=\"1569\" height=\"960\" style=\"height: auto;\" alt=\"Bookipi Proposal Maker - How to set the terms and conditions for proposals - 15\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_db9a1cc6bd\"><b>Step 2: <\/b>Click <b><i>\u2018Ok\u2019<\/i><\/b>.<\/h3>\n<p class=\"no-margin\">Click<b><i> \u2018Ok\u2019 <\/i><\/b>to confirm when you are prompted to delete the clause.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/9c0f6bc6a27188a8fbe48804780a1dc865a87c2ca180cc18f64d267a84f33729.png\" width=\"1569\" height=\"960\" style=\"height: auto;\" alt=\"Bookipi Proposal Maker - How to set the terms and conditions for proposals - 16\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_2e8597bae0\"><b>Step 3:<\/b> (Optional) Click <b><i>\u2018Save on setting\u2019<\/i><\/b>.<\/h3>\n<p>Click <b><i>\u2018Save on setting\u2019<\/i><\/b> if you want the clause to be permanently removed from your future proposals. Utilizing this feature allows you to declutter your settings and streamline proposal creation.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/41d08b64950b628b041c8e07e408e8edf4b49ae93778762930fa90064de562cd.png\" width=\"1569\" height=\"960\" style=\"height: auto;\" alt=\"Bookipi Proposal Maker - How to set the terms and conditions for proposals - 17\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<hr>\n<h2 id=\"h_2ab56cb20f\">Rearrange clauses<\/h2>\n<p class=\"no-margin\">\n<h3 id=\"h_12364d1da0\"><b>Step 1: <\/b>Drag the clause.<\/h3>\n<p class=\"no-margin\">Select a clause until a four-way arrow pointer appears, then click and hold the clause to drag it up or down and rearrange the order.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/bdf874afffd1224e6b8e1eaa59e6565f3df63975eded45b640991044c8c63e76.png\" width=\"1569\" height=\"960\" style=\"height: auto;\" alt=\"Bookipi Proposal Maker - How to set the terms and conditions for proposals - 18\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_292b07370d\"><b>Step 2: <\/b>(Optional) Click <b><i>\u2018Save on setting\u2019<\/i><\/b>.<\/h3>\n<p class=\"no-margin\">Click<b><i> \u2018Save on setting\u2019<\/i><\/b> if you want to keep the updated order of your clauses in your future proposals.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/02257abd8e3c01317c8c7fd544f14ab981d45368cb2121807cbf2a1896811916.png\" width=\"1569\" height=\"960\" style=\"height: auto;\" alt=\"Bookipi Proposal Maker - How to set the terms and conditions for proposals - 19\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<hr>\n<h2 id=\"h_27a7a4d6d0\"><b>Discover more tutorials for Bookipi Proposals<\/b><\/h2>\n<p class=\"no-margin\">Discover more tips on how to get the most out of using the Proposals feature in Bookipi Invoice with our <a href=\"https:\/\/bookipi.com\/guides\/bookipi-proposals\/\" target=\"_blank\" class=\"intercom-content-link\">Bookipi Proposals guides<\/a>.<\/p>\n<p class=\"no-margin\">\n<p class=\"no-margin\">Get the latest version of Bookipi Invoice on Web v2 and get set up with our<a href=\"https:\/\/bookipi.com\/guides\/invoice-web-v2\/\" target=\"_blank\" class=\"intercom-content-link\"> Web v2 guides<\/a>.<\/p>\n<p class=\"no-margin\">\n<p class=\"no-margin\">Make sending invoices anytime and anywhere even easier by downloading <a href=\"https:\/\/www.bookipi.com\/invoice-app\/\" target=\"_blank\" class=\"intercom-content-link\">Bookipi Invoice mobile app<\/a>.  Check out our <a href=\"https:\/\/bookipi.com\/guides\/invoice-mobile-app\/\" target=\"_blank\" class=\"intercom-content-link\">mobile app guides<\/a>.  <\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Learn how to set and edit the terms and conditions in Bookipi Proposals.<\/p>\n","protected":false},"author":9,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_yoast_wpseo_focuskw":"set terms and conditions proposals","_yoast_wpseo_title":"How To Set Terms & Conditions In Business Proposals | Bookipi","_yoast_wpseo_metadesc":"Learn how to add & set terms & conditions for your business proposals using Bookipi Proposal software. 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