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Preview a Template with Real Data

Create Terms Rules

Create Terms Rules

Configure Template Sections & Fields

Configure Template Sections & Fields

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Set or Change the Template Logo

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configurator terms-rules

Create Terms Rules

Offer optional or required Terms based on Opportunity data

SilkQuote Team
Create Terms Rules
Terms rules and precedence

Steps

  1. In Configuration Manager, open “Terms and Conditions Attachments”.
  2. Click “New Terms Rule”.
  3. Enter Name, Terms Text Body, optional Condition (Field/Operator/Value), Precedence, and Required.
  4. Save.

Notes

  • Required matches appear as preselected “(Required)”. Others are optional picks.
Create Terms Rules
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Configure Template Sections & Fields

Control which fields render in Company, Customer, Quote, Description, Item Columns, and Totals

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Preview a Template with Real Data

Use an actual Opportunity to validate formatting and content

Create Terms Rules

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