Legal texts
Store your AGB, right-of-withdrawal, and withdrawal-form templates so reps can attach the right legal text to every offer.
Legal-text templates live under Settings > Planning & offer > Legal. Legal is one of three pages in the Planning & offer category that together shape your offer PDF, alongside Offer and Pages & Design. For the full walkthrough of all three pages, see Configure the offer template.
What you can store
There are three legal chapter types:
- Terms and conditions: your service terms.
- Right of withdrawal: the right-of-withdrawal notice.
- Withdrawal form: the standard form a customer can use to withdraw.
How it works
- Create a legal template of the chapter type you need, then activate it. You can keep several active templates per chapter (for example, different terms per country or product line).
- Once activated, the template appears in the per-offer legal picker. On the offer, open Finalise > Customise pages > Legal: each chapter shows a dropdown of its active templates. Templates that are saved but not activated stay out of the dropdown.
- The legal-text editor supports headlines and links. Variable chips (placeholders) belong in the cover-letter block on the Offer page instead.
Note
For picking a legal text on a single offer and what the customer sees at signing, see Preview, variants, legal texts, and offer link validity.
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Related articles
Configure the offer templateSet the default look of every offer your team sends: cover page, company introduction, page order, designs, footer, legal texts, and which sections show or hide.Pages and designControl which sections appear in the offer PDF, in what order, and with which cover and page designs.Preview an offer and manage link validitySend the offer to the customer for digital signature: pick which variants the customer sees, set the link validity, customise the email, and understand what the customer experiences on the public signing page. Covers the legal attestation, finance-partner handoff, and how to send on a tablet or to commercial customers.