Terms & Conditions
What are Terms & Conditions?
Section titled “What are Terms & Conditions?”Terms & Conditions are the legal text that appears on quotes you send to customers. Adding terms to brix lets you include them automatically on every quote without copying and pasting. Customers see your terms when they review and approve their quote.
Where to find them
Section titled “Where to find them”Go to Manage → Settings → Terms.
Adding terms
Section titled “Adding terms”-
Go to Manage → Settings → Terms.
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Click Add terms or the edit button next to existing terms.
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Type or paste your terms and conditions text in the editor.
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Click Save.
Where terms appear
Section titled “Where terms appear”Your terms and conditions appear on quote PDFs sent to customers. When a customer views the quote approval page, they will see the terms before signing off.
See Creating Quotes to learn how quotes are sent to customers.
Things to check
Section titled “Things to check”Terms are not appearing on sent quotes
Check that terms have been saved in Manage → Settings → Terms. If terms are saved but still not showing, check whether the quote template includes the terms section. Contact support if terms still don’t appear.
I need to update my terms
Open the Terms settings, edit the text, and save. The updated text will apply to quotes sent from that point forward. Previously sent quotes are not affected.