Conditional Terms


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Conditional Terms enables you to automatically apply pre-written terms and conditions based on rules. This ensures that legal terms are always correctly and accurately applied.

Common use cases include:

  • Standard company terms shown on all Quotes
  • Product-specific terms shown on Quotes only when that product or product family is present on the Quote

At the Admin's option, individual conditional terms can be edited by the rep at time of Quoting. If this option is selected, it is recommended to add a Quote Approval Rule to approve any changes to pre-written conditional terms.