Document Terms and Conditions

In Document Templates, you can setup the general appearance of your Estimates, Work Orders, Invoices and Receipts. This includes your Terms and Conditions and any other Contract information that you want to include in your documents.

Estimate Rocket comes pre-loaded with a generic style and set of Terms and Conditions. Most companies will change the default Terms and Conditions to match the terms on their existing documents.

Jump to Token list

Getting to Document Templates

From the top menu, select Settings and then Document Templates.


Select the Document type to work on

On the right side of the screen, select the Document type you want to work on- Estimate, Invoice, Work Order, or Receipt.


Paper and Column Settings

On the left of the screen are the document Default settings. They control paper size, what columns will display, and whether you want photos included in the document.

  • Style - Select Custom Styles if available
  • Paper Size - Select Letter, Legal, or A4
  • Column, Total and Photo settings - These selections will control how your line items and totals display. The default choice is Use Group Options. This allows you to control options using the Groups feature or by adjusting the settings on each project line item. 
    • Line Item Unit Prices - Use Group Options, Show, Hide
    • Line Item Quantities - Use Group Options, Show, Hide
    • Line Item Totals - Use Group Options, Show, Hide
    • Document Totals - Use Group Options, Show, Hide
    • Project Photos - Use Group Options, Show, Hide

For example, if you want to show just a total price for a line item, with no quantity or unit price, you would set Line Item Unit Prices and Line Item Quantities to Hide.



Terms, Contract and Line Item Group control

On the tabs near the bottom of the screen are the text areas where you can further define your document: 

  • Intro - Add text above your line items. This can be useful for creating general introduction to your proposal or a standard cover letter.
  • Terms - Add the details of your company's contractual terms and conditions. Terms are added to your document After line items and Before photos.

Note: You should replace the default Terms with your company's terms and have them reviewed by your attorney to make sure they protect your rights.

  • Contract - Add additional contract or terms information after any included photos. This is a good place to put long contract details that may be mandated by your state.
  • Groups - Pre-define line item groups with different settings. Define groups like Labor or Materials that you might want to have different column Hide and Show options on your different documents.

Note: Make sure to leave the Line Item Settings on the left set to Use Group Options (they override all other settings)

  • CSS - Further customize your document with the use of CSS codes. Our support team would be happy to help you with any custom needs you have.


Preview and Save

 As you make changes to your settings, you can click the Refresh button under the preview windows to see the effect of your changes. Finished making changes? Click the Save button under the Preview window.


Formatting Options


Heading Text

To make a line with big text, enter # For Extra Large, ## For Medium Large, ### For Large text. The Heading text must be on its own line and the line must start with one or more # characters, a space and then your heading text.

# Biggest heading

## Big heading

### Medium heading

#### Small heading

##### Smallest heading


Center Text On Page

To center your text in the terms page on a separate line enter:

<center> Your Centered Heading </center>


Page Breaks

To insert a page break into your terms and conditions, on a separate line in your terms and conditions copy and paste the line below:

<div style='page-break-before: always'></div>


Underline Text

To Underline text in your terms, type <u> to begin the underlining and </u> to end it.


Bulleted lists

You can create a bulleted or numbered list like this

* Bullet one
* Bullet two
* Bullet three

Will look like:

  • Bullet one
  • Bullet two
  • Bullet three
1. Number list one
2. Number list two
3. Number list three

Will look like:

  1. Number list one
  2. Number list two
  3. Number list three


Tokens


You can enter Tokens into your Terms and Conditions and they will be replaced with the appropriate current values from the project when the document is previewed or emailed. Here is a list of Tokens that you can copy and paste into the Terms and Conditions sections of the Document Templates page.


* Updated 2/1/2017

{account_address1}
{account_address2}
{account_city}
{account_company_name}
{account_email}
{account_phone_number}
{account_state}
{account_zip}

{assigned_user_email}
{assigned_user_first_name}
{assigned_user_last_name}
{assigned_user_name}
{assigned_user_phone_number}

{client_company_name}
{client_email}
{client_first_name}
{client_last_name}
{client_name}
{client_phone_number}
{client_signature_block}
{client_signature}

{current_date}
{current_time}
{current_user_email}
{current_user_first_name}
{current_user_last_name}
{current_user_name}
{current_user_phone_number}

{customer_portal_url}
{customer_portal_project_url}

{estimator_email}
{estimator_first_name}
{estimator_last_name}
{estimator_name}
{estimator_phone_number}

{project_assignment_datetime}
{project_assignment_date}
{project_assignment_end_datetime}
{project_assignment_end_date}
{project_assignment_end_time}
{project_assignment_start_datetime}
{project_assignment_start_date}
{project_assignment_start_time}
{project_assignment_time}

{project_billing_address1}
{project_billing_address2}
{project_billing_city}
{project_billing_state}
{project_billing_zip}
{project_billing}
{project_customer_notes}
{project_location_address1}
{project_location_address2}
{project_location_city}
{project_location_state}
{project_location_zip}
{project_location}
{project_name}
{project_number}
{project_owner_email}
{project_owner_first_name}
{project_owner_last_name}
{project_owner_name}
{project_owner_phone_number}
{project_source}
{project_url}

{project_state}
{project_document_type}
{project_estimate_date}
{project_invoice_date}
{project_subtotal}
{project_tax}
{project_total}
{project_paid}
{project_credit}
{project_due}

{sender_email}
{sender_first_name}
{sender_last_name}
{sender_name}
{sender_phone_number}
{send_user_name}

{supervisor_email}
{supervisor_first_name}
{supervisor_last_name}
{supervisor_name}
{supervisor_phone_number}

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