Overview
When building an order form, team members will have a Term step. This step allows you to configure everything from the contract length to payment methods to contract start and end dates.
The terms selected here will end up as a section on the PDF Order Form that the customer signs.
Admins control everything that goes in this order form. In the article below, we'll show you how to select the options and also determine the pre-selected defaults.
Navigating to Term Settings
Once you've navigated to the Order Forms settings, make sure you're clicked into the Terms tab.
There are a handful of terms you can customize in this section:
Contract length
Billing frequency
Payment method
Payment term
Billing start date
Billing terms
For each term, there's a simple toggle system that allows you to select which terms are visible and which term is a default term. Default terms will be pre-selected in the order form flow.
Within contract length, you can also create your own contract lengths by clicking
+ Additional contract length:
