Setting Up Your Terms & Conditions

Setting up your Terms & Conditions is super simple. One of the great features of Tinsel CRM is having the ability to set up multiple versions of your Terms & Conditions. This is helpful for those who may have different Terms & Conditions for different services offered (Christmas Lighting, Patio Lighting, Event Lighting) or for businesses that have different Terms & Conditions for commercial clients versus residential clients. 

To Create Terms & Conditions:

1. Navigate to Settings > Proposals.
2. Locate the section labeled “Terms & Conditions”.
3. Click the green + button, . 
4. A new version has just been created. 
5. To edit this version, open the drop-down menu under Version.
6. Select “Untitled”.
7. Enter a name for this version.
8. Click the Checkmark to the right of the name to save it. 
9. Enter the Terms & Conditions in the large text box. 
10. Click the Save button. 
11. That’s it!  You just successfully created a new Terms & Conditions. 

To edit existing Terms & Conditions:

1. Navigate to Settings > Proposals.
2. Locate the section labeled “Terms & Conditions”.
3. Select the version from the drop-down menu labeled Version.
4. Edit the Terms & Conditions.
5. Click the save button. 
6. That’s it! You just successfully edited your Terms & Conditions.