How to Set Up Terms and Conditions Sections on Proposals
Last updated on SEPTEMBER 09, 2017
Applies to:Oracle BigMachines Express CPQ Cloud Service for Salesforce.com - Version Spring 15 and later
Information in this document applies to any platform.
The Terms and Conditions section is one of the Provided Sections included out-of-the-box in Express CPQ Quoting. The terms and conditions section provides a quick way to include legal terms, subscription agreements, and other boilerplate options you want to include in your proposal or contract. Administrators can enable the Terms and Condition section, add formatted rich-text, and merge fields into the content.
Additionally, the Product Terms section is also a Provided Sections included in Express CPQ Quoting. The Product Terms section is a special section that prints information about each product that is included as a Line Item on the proposal. It can contain formatted rich-text with product images, special conditions or key details about the product. With this feature you can:
- Dynamically include product marketing content any time a product is being quoted.
- Dynamically include product specific licensing terms or warranty information any time a product is being quoted.
This article provides steps to setting up and customizing both of these provided proposal sections.
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