Learn how to set and edit the terms and conditions in Bookipi Proposals
Learn how to set and edit the terms and conditions in Bookipi Proposals with our simple steps below.
Step 1: Select your user icon in the top right-hand corner
Step 2: Select ‘Settings‘
Step 3: Select ‘Proposals‘
Step 4: Select ‘Edit‘ in the ‘Terms and Conditions‘
In the Proposal settings, there is a set template for you to use for your proposal.
The terms and conditions templates generated may not always match your business, in this case, you can
Add a Clause
Add a clause by selecting ‘+ Add a clause’
Add in a headline, customize your content and click “Add”
Your clause has now been added to the agreement
Edit a clause
edit the clause by selecting the pencil icon to match your business and selecting update
Hide the clause
Hide the clause if you won’t be using this clause at the moment but you would still like to save this clause, just in case you use it in the future.
Delete a clause
Delete the clause if you want to completely remove it by selecting the bin icon
Rearrange clauses
You can also rearrange the clause by clicking and holding on to a specific clause and dragging it up or down to rearrange the order.
Once you have finished customising your terms and conditions you can click “Save Changes”
Please note that this setting can still be edited when creating a new proposal
Discover more tutorials for Bookipi Proposals
Discover more tips on how to get the most out of using the Proposals feature in Bookipi Invoice with our Bookipi Proposals guides.
Get the latest version of Bookipi Invoice on Web v2 and get set up with our Web v2 guides.
Make sending invoices anytime and anywhere even easier by downloading Bookipi Invoice mobile app. Check out our mobile app guides.