Setting up your contract terms and conditions is a critical step when creating professional contracts and proposals in MediaOS. These terms define key policies such as payment schedules, deadline requirements and refunds, and other essential business agreements that ensure transparency and trust with clients. Your terms and conditions act as a legal foundation for your proposals and contracts, outlining expectations for both parties.
Step-by-Step: How to Create Contract Terms in MediaOS #
To create customized contract terms that automatically appear at the bottom of your contracts and proposals in MediaOS, start by navigating to System Settings. Click your profile avatar in the left-hand menu, then select System Settings. Under the Sales heading, open the Contract Terms section to launch the Contract Terms window. Click + Create New Terms to open the dialog box, where you'll name your new set of terms and enter your full contract terms and conditions. Once complete, click Save to store them for future use.
Quick Tips #
In the Contract Terms window, each set of terms includes several options to help you manage them efficiently. Clicking Make Default designates a set of terms and conditions as the default, which will be automatically applied whenever a contract or proposal references the default terms. The View button allows you to read the full text of your terms, while the Edit button lets you make updates as needed. If a set of terms is no longer in use, you can click Archive to remove it from active selection. Archived terms will still remain associated with any existing contracts that use them.
"Note: Editing an existing contract term will create a new version of the terms. Any contracts that contain the previous version will continue to reference the older version."
