Waiver

Diego N. shared this question ago

Answered

Any way to retrieve the waiver I've added when I first set up IO?

I remember I was asked to upload the waiver but I can't figure out how to retrieve it.

Thank you in advance for your help!

Comments (1)

Brittany M. ● 9 months ago

Are you referring to your terms and conditions on your contract?

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Diego N. ● 9 months ago

Yes, my bad.

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Brittany M. ● 9 months ago

No worries!

You can update this information by going to Settings-->Contract Templates-->Contract.

It does look like you have custom waiver/terms displayed currently.

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Diego N. ● 9 months ago

Thank you Brittany, yes I was wondering if I could download it so I can submit it to insurance since they're requesting this for a quote.

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Cameron K. ● 9 months ago

You can do this by creating a 'fake' lead, set it to contracted status then open the contract and download as a PDF.

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Diego N. ● 9 months ago

Thank you for all your help! Got what I needed.

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