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Add a Special Term to a Quote
Search the Document Clause Library and insert an active clause as a quote special term. Resolve any placeholder tokens, then save so that the term stays relevant to your quote.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions of Revenue Management (formerly Revenue Cloud) where Transaction Management is enabled |
| User Permissions Needed | |
|---|---|
| To create, edit, and search document clause sets and document clauses: | ClauseUser OR ClauseDesignerUser OR ClauseDigitalExperienceUser |
- You can add active document clauses with placeholder tokens or no tokens only.
- You can't add the same document clause more than one time as a special term on the same quote.
- To add the quote special terms on your quote, see Customize Related Lists.
- On the quote, go to the Quote Special Terms related list.
- Click Add.
- In the Search Terms from Clause Library window, filter by clause set, clause, or category, and select a document clause.
- Review Language, Category, and Clause Type.
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Click Insert.
Note While adding a clause to a quote with rich text, the number of characters, including default values and HTML tags, can't exceed 131,000 characters.
- If the term includes placeholder tokens, enter values in the token panel, and then click Apply.
- Save your changes.
After all placeholders are resolved, you can edit the term content on the quote. After special terms are on the quote, you can generate a quote document that includes those terms. To carry out document generation, create a document template with repeating tokens and map these repeating tokens to Quote Special Terms by using Context Definition & mappings. The Core Omniscript is available for document generation.
See Also
Salesforce Help: Create a Document Clause
Salesforce Help: Example: Generating a Proposal from a Quote by Using Context Service
