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Let me save multiple templates of Terms and Conditions.

Feature Requests

Depending on the project, we have different Terms. Some jobs may be 1 year warranty, another with 5 year warranty, another with none, and several other variations. We need to be able to select between the appropriate terms for a given project.

Posted by Justin Watkins ·
Status: Completed1 comment

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  • Justin Watkins changed status to Completed
    Team•

    Nov 29, 2024

    Pinned

    Hey guys, letting you know that Handoff now supports multiple terms and conditions templates. You can save 1 set of terms per project type, or 1 set per team member. You can then apply the template to any proposal, and edit a few fields to customize it to the exact client.

    There are no more issues with proposal terms text getting overwritten.

    Thanks,
    Justin with Handoff
    786 796 3550