If you would like your customers to agree to terms and conditions or other agreements by selecting a checkbox or adding their initials
First, navigate to the Proposal Template that you would like to have a confirmation on by selecting Templates > then click on the Template.
Within the Proposal Template > Service Agreements section > select the "+Add Confirmation" button.
Input what you want the confirmation to say.
Within the Proposal Templates > Service Agreements section, select the lock icon to make this required, or leave greyed out to have the confirmation be optional.
Multiple confirmations are able to be created for each template. The order of these can be changed by clicking and dragging the 3 lines on the left
Customers will not be able to accept and sign the agreement until they have checked the box. (If set to required)
