This feature is available on all Goodshuffle Pro Plans.
Your default Terms and Conditions ensure that every contract you send includes your standard policies, protecting your business and keeping your agreements consistent. You can customize these terms to reflect your company’s policies regarding cancellations, payments, damages, and more. Follow the steps below to update your default Terms and Conditions in Goodshuffle Pro.
Step 1: Navigate to Your Account Settings
As the Account Owner (or Admin) you can select the default Terms and Conditions from within your Account Settings.
Log into your Goodshuffle Pro account.
Click on your Account Menu.
Select Policies and Taxes from the dropdown menu.
Step 2: Edit Your Default Terms and Conditions
Click inside the Terms and Conditions text box to make changes or upload your revised copy.
You can include policies on payments, refunds, damage waivers, cancellations, liability, late fees, and more.
Use bold, italic, or bullet points to improve readability.
Click the checkbox 'Mark as Default' to set the edited terms as the default.
Step 3: Save Your Changes
Once you've finalized your edits, click Save Terms and Conditions at the bottom of the page.
If you do not have any edits or changes, you can select the 'Make Default' button next to Remove and Edit.
Your new default Terms and Conditions will now automatically appear on all new contracts generated within Goodshuffle Pro.
By keeping your Terms and Conditions up to date, you can ensure clarity and consistency in all your contracts while protecting your business from potential disputes. If you have any issues or questions, feel free to reach out by clicking on the blue chat bubble at the bottom right of your system.
Want to change the Terms and Conditions within a project? Click Here.