BidUnity DocsWrite terms and conditions
Write your proposal terms and use placeholders in them.
Your terms and conditions are the contract wording that goes with each proposal. BidUnity copies them into every new proposal, and your client reads them on the Terms & conditions tab of the online proposal page.
To open the page, go to Settings and click Terms & conditions.
Edit your terms
- Click Edit terms.
- Write or change your terms in the editor. Use the toolbar to format text and add headings, tables and links. You can use up to 100,000 characters.
- Click Save changes.
To stop without saving, click Cancel. If you made changes, BidUnity asks Discard changes?: click Discard changes to confirm, or Keep editing to go back to the editor.
Use placeholders
Placeholders are words in curly braces that BidUnity swaps for real details when your client views the terms. Type them exactly as shown, braces included. The Dynamic values in the terms box on the page lists them too.
| Placeholder | What BidUnity puts in its place |
|---|---|
| {project_name} | The project's name. |
| {project_address} | The project's site address, or a blank line if it has none. |
| {estimator} | The name of the person who finalized the proposal. |
| {total_with_tax} | The proposal total, including tax. |
| {proposal_number} | The proposal's number. |
| {company_name} | Your company's name. |
| {company_address} | Your company's shop address, or a blank line if it has none. |
| {license} | Your company's state license, or a blank line if it has none. |
| {date} | The date the terms are shown. |
| {contractor_role} | Your role: Subcontractor when the project type is Online plan room listing or one of the types that start with GC, otherwise Contractor. |
| {customer_role} | Your client's role: Contractor when the project type is Online plan room listing or one of the types that start with GC, otherwise Owner. |
| {sub_role} | Sub-Subcontractor when the project type is Online plan room listing or one of the types that start with GC, otherwise Subcontractor. |
| {entity_name} | Your client's name, when the proposal has exactly one client and that client has a name and an address. Otherwise a blank line. |
| {entity_address} | Your client's address, when the proposal has exactly one client and that client has a name and an address. Otherwise a blank line. |
Your company name, address and license come from your company profile. See Edit your company profile.
What happens next
- New proposals get a copy of your terms when they are created.
- Proposals you already created keep the terms they started with.