Conditional Terms

Conditional Terms enable 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
  • Opt-in terms shown on Quotes only when a checkbox is selected (see Custom Fields for more information)

Individual conditional terms can be set as editable or non-editable by the Sales Rep at Quoting time. If editability is On, it is recommended to add a Quote Approval Rule to ensure approval of any changes made by Sales Reps to pre-written conditional terms.