How to Add Company Terms and Conditions
In Bolster, you can set company-wide terms and conditions that automatically attach to every estimate you send. When a client approves an estimate, they can sign your terms and conditions as part of the approval — acting as your contract.
Note: These are your default, company-wide terms. If you need to set terms for a specific vendor order, see How to Add Vendor Terms and Conditions to Orders.
Steps
1. Go to Company Settings
In the left-hand navigation, scroll down to Settings and click Company Settings.
2. Open Estimation Settings
At the top of Company Settings, click Estimation Settings.
3. Scroll to Presentation Settings
Scroll down past your default profit margin until you reach the Presentation Settings section. Here you will find the Company-Wide Terms and Conditions field.
4. Add Your Terms and Conditions
Paste or type your terms and conditions directly into the field.
Important: Keep Your Terms General
Because these terms attach to every estimate you send, make sure the content is not specific to any individual client or project. In particular:
- Do not include specific client names
- Do not include specific dates — since the same terms will be used across all estimates, hardcoded dates will quickly become inaccurate
Keep the language as general as possible so it applies appropriately to all clients and projects.
How It Works for Clients
When you send an estimate and a client approves it, they will be presented with your terms and conditions to sign as part of the approval process — functioning as your contract.
Key Notes
- Terms and conditions set here apply to all estimates company-wide.
- For vendor- or order-specific terms, use the Advanced Settings within individual purchase orders or work orders.
- There are no dates or signature fields to manage manually — Bolster handles the signing flow when the client approves.