Why Terms and Conditions Matter
Clear terms set expectations about payment, scope and warranty before work starts.
In QuickEstimate you write them once in Business Settings and they appear on every proposal and PDF.
Setting Up Your Terms
Open Business Settings
Click Management in the top menu, then Business Settings.
Fill in the Legal step
Open step 6, Legal. It has three boxes:
- License Notice / Licensing Statement: your licence or registration statement.
- Company Agreement Text: the agreement your client accepts when they sign.
- Investment & Payment Terms: deposits, payment schedule and accepted payment methods.
Set your warranty
Open step 5, Guarantee, to set the guarantee or warranty for each package.
Check the section headings
In step 3, Labels & Templates, the PDF / Print Titles area lets you rename headings such as Agreement, Investment and Guarantee.
Save
Click Save Progress. Your terms appear on proposals you open or send from now on.
Frequently Asked Questions
Terms come from Business Settings and apply to all proposals. For job-specific conditions, use the Notes field in the estimate builder.
Yes. The licence, warranty and terms sections appear on both the online proposal and the PDF.
Yes. QuickEstimate shows the text you enter; it does not provide legal wording or advice.
Ready to Protect Your Business?
Add your terms once and every proposal carries them.