Branch Financial Settings

Modified on Tue, 18 Mar at 5:43 PM

Financial Settings is where you can upload your Terms and Conditions for both estimates/quotes and variations that are attached to Client Proposals. 

There is the ability to add multiple in here and then set your default as well as delete any you no longer need. 

If you have more than one set you can choose which one you want to use on the estimates page or just use the default for each type


Below your Terms and Conditions, we have free text boxes for a Preliminary Budget,  Estimate, Variation and Quote Footer Text.

In here you can add any disclaimers or notes for your clients to read at the end of all the estimate documents.



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