Set your terms & conditions
The T&Cs that print on your quotes and invoices.
What this is for
Your terms and conditions are the fine print that protects you — payment terms, ownership, liability. In Sign OS they live on your document templates: a short Footer line and full Appendix pages that print on the documents that need them.
Before you start
- You are signed in as an admin.
Step by step
- 1
Open Documents → Document templates.
- 2
For one-line fine print (e.g. payment terms), scroll to the Footer section and type it into Footer text — it prints on every document.
- 3
For full terms, open the Appendices section, expand the document type (quote, invoice, and so on), click Add appendix section, tick Enabled and fill in the Heading and Body text.
- 4
Click Save template. Your terms now print on the documents that carry them — check with View sample PDF.
Tips & gotchas
- Have your terms checked once by someone who knows your trade — then they quietly do their job on every quote.