Overview
Add a Terms page after the main quote, driven by admin rules.
Steps
- In the modal, choose a Terms option (if available).
- Preview or save.
Notes
- Required Terms show as “(Required)”. Admins manage Terms rules and content.
Attach Terms & Conditions
Attach standard or conditional Terms and Conditions to your Salesforce PDF quote. SilkQuote appends terms dynamically based on Opportunity field data.
