Terms and Condition

Created by Emily A, Modified on Tue, 23 Sep at 7:57 PM by Emily A

Managing Terms and Conditions Templates – Keep Your Policies Organized

The Terms and Conditions feature helps you create, manage, and maintain templates efficiently, ensuring consistency and compliance across all your proposals.

What You Can Do Here

Navigate to Template Center from the main menu.
Select Terms and Conditions to access your templates.

Pro Tip: Keep your templates up to date—regularly review and revise T&C content to ensure legal compliance and clarity for your clients.

Creating a New Terms and Conditions Template – Quick Start

Easily create a new template to standardize your policies across proposals.
What You Can Do Here
Click the Create Template button to start a new Terms and Conditions template.
Pro Tip: Give your template a clear, descriptive name so it’s easy to identify and reuse across multiple proposals.

Provide Template Details – Complete Your T&C Setup

Fill in the necessary details to create a clear and organized Terms and Conditions template.

What You Can Do Here

Template Name: Enter a unique name for your template.
Category: Select the appropriate category from the dropdown.
Terms and Conditions: Type in the content of your terms and conditions.
Once all fields are complete, click Save to finalize the template.

Pro Tip: Use descriptive names and proper categorization to make templates easy to find and reuse in future proposals.

Template Grid – Easily Access Your T&C Templates

Once a new Terms and Conditions template is created, it becomes immediately visible in the template grid for easy access and management.

What You Can Do Here

View your newly created template in the grid.
Select it anytime to edit, duplicate, or apply it to proposals.

Pro Tip: Keep your grid organized by naming templates clearly and using categories—this makes finding and reusing templates faster and more efficient.

Terms and Conditions – Key Features

The Terms and Conditions feature offers tools to view, edit, and manage your templates efficiently.

Key Feature: Preview

Click Preview to view the full content of your Terms and Conditions template.
Ensure that all clauses, formatting, and content appear correctly before applying it to proposals.

Pro Tip: Always preview templates after creating or editing them to avoid missing details or formatting errors.

Terms and Conditions – Key Features

Editing your templates ensures your policies stay accurate and up to date.

Key Feature: Edit

Select Edit to make changes to the content of your Terms and Conditions template.
Update text, formatting, or any clauses as needed.
Update the terms and conditions as needed, then click "Save" to apply the changes.

Pro Tip: Review templates regularly and make updates to reflect new policies or compliance requirements before sending proposals.

Terms and Conditions – Main Features

Main Feature: Update Category

Select Update Category to change the category of a template.
Reassigning categories helps organize templates for easy access and better management.

Pro Tip: Keep categories clear and consistent—this makes finding and applying the right template faster.

Terms and Conditions – Update Category

How to Update a Template’s Category

Choose the new category from the dropdown menu.
Click Update Category to save your changes.

Pro Tip: Double-check the category selection to ensure the template is correctly organized for future use.

Terms and Conditions – Key Features

Key Feature: Delete

Select Delete to remove a template from the grid.
Provide a reason for deletion in the pop-up window.
Click Yes to confirm and permanently remove the template.
The template will no longer appear in the grid.

Pro Tip: Only delete templates that are no longer needed to avoid losing important information. Consider duplicating templates first if you want to keep a backup.

Terms and Conditions – Delete Feature

How to Delete a Template
Enter the reason for deleting the Terms and Conditions in the pop-up window.
Click Yes to confirm deletion.
The template will be permanently removed from the grid.

Pro Tip: Provide a clear reason for deletion—this helps maintain an audit trail and avoids accidental loss of important templates.

Show/Hide Toggle Switch – Control Template Visibility

The Show/Hide toggle allows you to manage which Terms and Conditions templates are visible or hidden, giving you better control over template access.

What You Can Do Here

Go to Template Center and select Terms and Conditions.
Use the Show/Hide toggle to make a template visible or hidden as needed.

Pro Tip: Hide templates that are outdated or under review to prevent them from being applied accidentally in proposals.

Show/Hide Toggle Switch – Control Template Visibility

Using the Toggle Switch

Turn Off: Hide the template from the grid so it’s not visible or selectable.

Pro Tip: Use “Turn Off” for outdated or draft templates to prevent accidental use in proposals.

Confirm Deletion

Enter a reason in the dialog box.
Click Yes to confirm and finalize the action.

Pro Tip: Providing a reason helps maintain an audit trail and prevents accidental deletions.

Template Visibility Update

Once hidden, the template will no longer appear in the active grid.
The template remains accessible for future use if needed.

Pro Tip: Hiding templates keeps your active grid organized while retaining important templates for later use.

By using these features, you can streamline the creation, editing, and organization of your Terms and Conditions templates, ensuring consistency, clarity, and easy management across your organization.