Manage Your Terms
Create, edit, and configure your standard agreement.
Your Terms are the reusable standard agreement that auto-attaches to proposals when you send them as agreements. You typically maintain just one — it's your master contract.
Accessing Your Terms
Click Terms in the sidebar, or navigate to /dashboard/terms. You'll see your existing terms documents plus a compact Signing Settings section below them.
Creating Terms
Click New Terms from the Your Terms page. You'll see three options:
- Start Fresh — Opens a blank editor. Once inside, you can describe your business and have AI draft the complete terms for you, or start typing manually.
- Duplicate Existing — Copy one of your existing terms as a starting point (appears only if you already have terms).
- Import Existing — Upload an existing PDF to send for e-signatures, or store an already-signed document for your records.
AI-Assisted Drafting
When you open a blank terms document, you'll see an inline prompt: describe your business, what you do, and your key concerns. The AI drafts professional terms covering scope, payment, cancellation, IP, liability, and other standard sections tailored to your business. Review, edit, and customize from there.
You can trigger AI drafting again later via the Rewrite with AI button in the editor toolbar.
Editing Terms
- From the Your Terms page, click Edit on the terms you want to modify.
- Edit the name, description, and content using the rich editor.
- Type
/for slash commands to insert merge fields, signature blocks, and page breaks. - Content auto-saves as you type.
Changes affect all future engagements. Already-sent or signed agreements are not retroactively updated.
Setting a Default
One terms document can be marked as the default — it auto-attaches when you send proposals as agreements. From the Your Terms page, open the row menu (⋮) and click Set as Default. A star badge marks the current default.
Signing Settings
Below the terms list, the Signing Settings section configures:
- Number Prefix — Used when generating contract numbers (e.g.,
CONT-2026-001) - Validity Period — How long new agreements remain valid before expiring
- Signing Mode — Client Only, Counter-Sign, or Auto Counter-Sign
- Your Signing Name / Email — The freelancer signer's default identity
- Signing Expires After — How long signers have to complete a signing request
Click Save Settings after editing. The button only enables when there are unsaved changes.
Customizing Terms for a Single Engagement
To tweak terms for one specific client without changing your master, use the Customize for this engagement link on the proposal detail page's Terms sidebar. This opens a per-engagement copy that only affects that one agreement.