The terms template is where you will setup your contract terms and conditions. To customize this template we suggest you have a copy of your existing terms template/letter of engagement with you in a digital format.
If you don't have a set of terms already, we recommend reaching out to a lawyer, your professional association, or your professional indemnity insurance provider.
You can find your list of terms templates in the Templates tab → Terms tab on the left-hand menu in Ignition.
You can also click on the New Terms Template button to create a new one from scratch.
Alternatively, you can use our Industry Standard Engagement Terms that is already in your account. You can copy the contents and then use it as a starting point and add your own legalities and clauses.
Please note: We always strongly suggest that you ask your legal contact to review your terms template before sending it to your clients. Our Industry Standard Engagement Terms is not a custom solution for your business!
Once your terms are imported then it's time to review the contents & add any formatting!