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
Append standard or conditional Terms to your quote
Terms & Conditions
Newer post
Add the Generate Quote Quick Action to Opportunity
Expose one-click quote generation on the Opportunity page
