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.
What is on this screen
Each part of the screen above, top to bottom, and what changing it affects.
Templates → PDF
- 4 — Footer — Footer text
- One-line fine print printed on every document of the selected type.
- 5 — Appendices — per document type · Add appendix section · Enabled · Heading · Body text
- Full terms as pages after the document. Each type (quote, invoice, PO, job sheet, SWMS, docket) has its own.
- Save template · View sample PDF
- Save, then check how it reads.
Before you start
- You are signed in as an admin.
Step by step
- 1
Open Settings → Look & paperwork → 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.