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Where to add your terms and conditions (T&Cs)

You can configure T&Cs globally or at the template level in GoProposal. This allows you to apply standard terms across all engagement letters or tailor them for client agreements.

Written by Russell Henderson

Step 1 - Open the Engagement Letter Suite

  1. Go to Configure and select Engagement Letters.

  2. Select the Engagement Letter Suite tab.

  3. On this page, you’ll see tabs for:

    • Scope Library

    • Terms and Conditions

    • Privacy Notice

    • Schedule of Services

    • Agreement Statements

These elements combine automatically when you create a proposal to generate the correct engagement letter.

Step 2 - Add or edit your Terms and Conditions

  1. Click the Terms and Conditions section to expand it.

  2. Add or amend your firm’s standard T&Cs in the text box provided.

  3. To disable global T&Cs and use template-specific terms:

  • Go to Configure then select Engagement Letters

  • Find the engagement letter template you want to edit and click Edit

  • Update the template-specific T&Cs within the editor

  • Click Save

This approach allows you to tailor terms for different client types or agreements. Updates to Global T&Cs apply only to new proposals or future documents. For your changes to reflect, create a new proposal or duplicate an existing one. To edit Global T&Cs:

  1. Go to Configure and select Engagement Letters.

  2. Select Terms & Conditions.

  3. Hover over the paragraph that you want to update and click Edit when the option appears.

  4. Make the necessary changes to the content.

  5. Click Save.

📎NOTE: if you enter any text in your Global T&Cs (when using create your own) you can't individually add them to proposal templates. Even a single blank space in the global T&Cs box will keep the universal T&Cs active.

Global vs template-level T&Cs

  • Global T&Cs: Apply to all engagement letters by default

  • Template-specific T&Cs: Override global terms for specific templates, providing flexibility for varied client needs

By distinguishing the two types of terms and editing them appropriately, you can ensure your proposals are consistent, comprehensive, and tailored to client needs.

If you're using OverSuite, this process is slightly different. See Edit content in Engagement letter Suite (OverSuite users).

See also

Set up Letters of Engagement

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