Set up your terms and conditions
When to use this
Use this page to put real terms behind your proposals: the conditions a client agrees to when they sign.
How terms work in BloomBoard
Terms in the navigation opens Terms Studio. What you see there is your terms document itself — a clean, formal page you write straight into. The page is entirely yours: write your own title and headings, centre them, shape the document however you like. The document’s name, up in the top bar, is just its label in your library and on the client’s page header; it never prints inside the document. Each document is versioned: you draft and publish, the published version is what gets pinned to proposals from then on, and when a client signs, the exact version they saw is frozen with the proposal forever. There is never a question about which terms applied. On the client side, the terms take on each proposal’s own design automatically.
Step-by-step walkthrough
Draft the document
Create a document and write the terms in the editor. It saves as you type. Start with your title, then your terms. Use headings for the main sections; they become the client’s table of contents on the hosted terms page.
Personalize with merge fields
Merge fields drop event and studio details into the text, such as the client name or event date, so one document serves every job. Flip the switch under the document to Sample details to read the terms as a client would, with real-looking values in place of the fields.
Publish
When the document reads right, choose Publish. Before anything changes, BloomBoard spells out exactly what will happen: the new version becomes your live terms for every proposal you send from now on, and anything already sent or signed keeps the version it has. Publishing takes a few seconds.
Update over time
To change published terms, choose Edit terms and a new draft opens in place. The current version keeps serving proposals until the moment you publish the new one, and nothing already sent or signed ever changes. History keeps every version, along with which clients are still waiting to sign on each one.
Terms on proposals
The proposal’s Terms section shows which document and version will be pinned at send, with a preview link. Once a proposal is sent, that link becomes View as client and opens the exact terms page your client sees. On the client’s signing page, the terms are one tap away before signing, and after signing the client can always return to the exact terms they agreed to. If you publish a newer version later, sent proposals point that out to you, while still holding their original pinned version.
A proposal can be sent without terms, and the send screen says so plainly. If your business depends on conditions, set the terms document up before the first real send.