Set these up once and Riffle will apply them every time you start a new estimate. Users can update some of these settings on a per-estimate basis.

To get here, go to Settings → Estimate Preferences → Terms & Legal.

This is the boilerplate language that prints on all of your proposals — things like warranty disclaimers, liability language, or scope clarifications. Write it once here and it automatically appears on every estimate you compile.

A shorter version of your terms for smaller, simpler quotes (like ship-and-bill or budget-only submittals) where the full terms would be overkill.

Note: Users can decide which terms to use and terms placement on a per-estimate basis, but will not be able to edit the text of these terms.

These are sections you can choose to display separately on your proposals, rather than burying them in the fine print. Each one can be toggled on or off.

Payment Terms — Spell out how you expect to be paid (e.g., net 30, progress billing). You can set a single standard version for all estimates, or allow users to customize it on a per-estimate basis if your payment terms vary by job or GC.

Credit Card Fee — If you pass through a credit card surcharge, enter the percentage here and it will be called out as its own line on the proposal.

Exclusions — List what's not included in your scope. This is one of the most important sections for avoiding disputes — clearly stating what you're not doing is just as important as what you are.

Expiration/Withdraw Date — Set a deadline for how long your pricing is valid. You can base it on either the date you first submitted the estimate or the last time you revised it, and choose from 5, 15, 30, or 60 days. This protects you from being held to old pricing on jobs that drag on.

Note: If you toggle on Credit Card Fee, Exclusions, or Expiration/Withdraw Date, the user cannot change these on a per-estimate basis.

Set your company's target margin and Riffle will use it as the default markup when you add line items to an estimate. Your team can always adjust it per line item, but this saves you from having to enter it every time.

Create a list of tax rate presets that your team can choose from when building estimates. You can add multiple rates (useful if you work across different counties or states with different tax requirements) and your team picks the right one when they're building out a job.

Choose which columns show up by default in the estimate builder table. The optional columns — Labor, Freight, and Escalation % — can be turned on or off here. Your team can always toggle them back on for a specific estimate, but hiding the ones you rarely use keeps the workspace cleaner.

Related: How to Build an Estimate in Riffle

Related: How to Set Up Your Proposal Template