Every proposal shows your terms above the signature box, and a payment schedule. You set the defaults once and change them per quote when needed.

Settings, group Prices and quotes, tab Terms & payments. It has two cards: Proposal terms and Default payment schedule.

VisionScaper starts you with a set of editable terms. It covers: what the price includes and that anything not listed is not included; deposit at signing and balance on completion; calling 811 before digging and that private lines are not marked by 811; hidden conditions such as ledge or buried debris being agreed in writing before work continues; a one-year plant guarantee when watered as instructed; written change orders; and the price-valid date. They are generic. Review them with your own advisor. VisionScaper does not give legal advice. Change anything that does not match how you work.

1. Open Terms & payments.
2. Edit the text in Proposal terms.
3. In Default payment schedule edit each row: a label, a percent, and when it is due (for example “when you sign”). The started pair is Deposit to schedule and Balance.
4. Tap + Add payment for a milestone, such as a payment when the hardscape is complete.
5. Tap the x to remove a row.
6. Tap Save.

Make sure the percents add up to 100. The code does not check this for you (not verified in code).

1. Open the quote, Customer proposal tab.
2. Edit Terms (the big box) or the Payment schedule rows.
3. Set Price good until with the date box.
4. Save.

A new quote copies your defaults when it is first opened. Later changes to the defaults do not alter quotes already made.

On the proposal page: Scope of work, the Total, a Payment schedule list, a Terms card, and the Approve & sign box. The statement beside the checkbox reads: “I agree to the scope, price and terms in this proposal and to sign it electronically. I understand my electronic signature is legally binding, the same as signing on paper.”

When the customer signs, VisionScaper stores a fingerprint (a hash) of the quote number, title, scope, terms, total and payment schedule. If a proposal changes while someone is signing, they are asked to reload.

• Keep the terms short and plain.
• Use milestones for big hardscape jobs.

• A quote shows old terms. Edit the terms on that quote.
• The deposit looks wrong. The deposit shown is the percent in Costs & markups. The schedule rows are the text on the proposal. Make both agree.

• Sending a proposal and customer e-signature
• Costs & markups: labor, overhead, margin, tax, deposit
• Build a quote step by step