How to Create and Store Terms and Conditions within MeasureSquare CRM

How to Create and Store Terms and Conditions within MeasureSquare CRM

In this video we will show you how to build out a library of different Termand Conditions for use on all your forms from within Measuresquare CRM

Notes
MeasureSquare CRM allows users to predefine standard terms and conditions for various order forms, eliminating the need to manually rewrite or switch clauses each time.

Steps to create a term:

Step 1: Click on the Gear icon at the top right corner, then go to "Terms & Conditions" .
Step 2: Click the "New Term" button located at the top-right corner of the Terms and Conditions tab. Provide a clear and descriptive title for your terms and conditions. Enter the content for your terms in the provided text area.
Step 3: To set these newly created terms as the default option, click the gray default button in the upper corner. Setting terms as default ensures these conditions automatically apply to future quotes, invoices, purchase orders, and work orders.
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Applying Terms and Conditions to Orders:

1. Navigate to Quotes, then click "New Quote".
2. Scroll down to view the Terms and Conditions section. The default terms you set will automatically populate this section.
3. To select different predefined terms, simply click the dropdown arrow next to the Terms and Conditions section and choose from your available options.
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Youtube Tutorial video: Creating and Storing Terms and Conditions within MeasureSquare CRM


For additional assistance, please contact MeasureSquare Customer Service at +1-626-683-9188 or at support@measuresquare.com.

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