How do I edit my contract?

There are a few ways to edit your proposal contract. Is this for a current proposal or just future proposals? Do you want one contract or multiple? In order to not get lost in the options, follow this handy guide!

How Do I Edit My Contract flow chart
How Do I Edit My Contract flow chart

Edit Default ContractEdit Default Contract

Edit Default Contract:

From the Dashboard, visit Settings > Module Settings > Proposals (tab) > Default Contract (tab).
Type away in this field to edit the contract text.

What if I want to edit a contract for a current proposal? Well…

Edit Proposal ContractEdit Proposal Contract

Edit Proposal Contract:

If you want to edit a contract for a proposal you have already created, and want it “special” to that proposal, then start from the Dashboard, and go to Proposals > find the proposal on the list you want to edit the contract for > Reports (tab) > View Contract.
Click in the contract box and type away (or copy/ paste) to edit the contract.

Template Override Contract:

Template Override ContractTemplate Override Contract

If you want the contract language to follow a custom proposal template, then you will want to add a contract override to each template.
To set up, first go to Settings > Custom Templates > select your template on the right hand side > Overrides (tab) > Contract Text (tab).
Click in the box to type in your contract.

To Select a Template Override Contract for your Proposal:

Open Proposals > click the proposal you are working in to view Proposal Details > Reports (tab) > Select Override Template from drop-down menu > click Proceed

Additional Contracts:

Additional ContractsAdditional Contracts

To create multiple contract options that you do not want tied to a template, go to Settings > Module Settings > Proposals (tab) > Contracts (tab) > New Contract. There you can name the contract and then type in the language into the body.

To Select an Additional Contract Option For Your Proposal:

Open Proposals > click the proposal you are working in to view Proposal Details > Reports (tab) > Select Override Contract Language from drop-down menu.

Last modified: 24 May 2019

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