Terms of business are optional but here we show where they can be added

Terms of business are not required but recommended. They can be added by inserting them into an agreement email or separately.

A default set of terms of business are provided in your template library to help you get started.

Inserting directly into an agreement

Having launched the agreement builder, click on "Edit the agreement":

You can add your terms of business anywhere you want by simply typing. You could even create a template to use that includes the terms.

Add separately to an agreement

If you have a standard set of terms and conditions, you can save them as a template and then add them to the agreement:

Having added them, you can then edit them or add other conditions as you see fit.