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Manage Your Quotes with CPQ
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            Display Quote Terms Conditionally

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            Display Quote Terms Conditionally

            Use quote term conditions when you want to include or exclude a quote term and its subterms based on certain criteria. You can base these conditions on a summary variable or any quote field. Use this feature if your sales reps can sell products that require extra terms, such as a large power generator that requires extra liability information. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: All Salesforce CPQ Editions
            1. Go to the quote term where you want to add a display condition.
            2. In the Use Conditions related list, click New Term Conditions.
            3. Use the term condition fields to create a logical condition.
              Salesforce CPQ evaluates this condition whenever it generates a quote document that references this quote term. If the condition evaluates to true, Salesforce CPQ includes this quote term on your quote document. You can use the following term condition fields.
              1. Tested Field: Choose a quote field to evaluate in your condition.
              2. Tested variable: Provide a summary variable here if you want to compare your tested field against a variable.
              3. Operator: Choose a logical operator used when Salesforce CPQ evaluates this condition.
              4. Value: Provide a value here if you want to compare your tested field against an absolute value.
            Example
            Example

            Your company sells industrial power generators. Your legal department requires you to display a term containing extra liability information if your customer purchases more than five 500-kW generators.

            Use a term condition record to manage this optional term. First, create a summary variable that counts the total quantity of 500-kW generators on your quote. Give your summary variable a name of Total Quantity of 500-kW Generators. Then you can create a term condition as follows.

            • Tested Variable: Total Quantity of 500-kW Generators
            • Operator: Greater than or equals
            • Value: 5
             
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