This step is where you can select the specific terms document you want to use for this proposal. The terms template is where you will set up your engagement terms and conditions that your client will be agreeing to.

If you need to edit the terms template, select Edit → Select the template and make changes. Learn more about customizing your terms here.

If you wish to add a new template, select Edit → Add template → paste your content. To import your engagement letter from an existing document, you can copy and paste the content into the terms template.

​