Control what appears on quote PDFs for terms, footer text, and how clients sign.
Company Legal
Open Settings → Company Legal.
Footer text
Write the default footer text shown on documents. You can include a terms link in the footer and set the URL when that option is on.
Terms & conditions variants
Create one or more T&Cs variants (rich text or PDF, depending on how you set each variant up). Quotes can use the right variant for the job.
If you have no variants yet, Clippter will flag that in setup.
Signature type
Choose the default signature mode for quotes:
| Mode | Meaning |
|---|---|
| None | No signature step required by default |
| Signature only | Signature without extra confirmation text |
| Signature with confirmation | Signature plus confirmation |
Exact wording for each option is on the Legal settings page.
Personal digital signature
Open Settings → Personal Information.
Draw or upload your signature image. That’s what gets used when documents need your sign-off. Setup may ask for this if it’s still missing.
Assignment confirmation
Some quote types (for example retainers) can include assignment confirmation content or a PDF. Defaults can live with account legal / quote settings; individual quotes may override.
Common mistakes
- Footer terms link enabled but URL empty: save or send can fail validation.
- No T&Cs variants: client packs look unfinished or setup stays incomplete.
- Signature mode set on Company Legal, but no personal signature drawn: PDFs miss the mark.