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            Guidelines for Changing Quote Terms

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            Guidelines for Changing Quote Terms

            Change the content of a quote term on a specific quote. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: All CPQ Editions

            You can modify a quote’s terms by selecting Modify Terms from a quote record, which takes you to the Modify Quote Terms page. Choose a template to see all the terms associated with that template. Select the text box for a term to edit it.

            Editing a term creates a new quote term record where:

            • Type is set to Modified
            • Standard Term looks up to the original term that you changed
            • Quote looks up to the quote where you modified a term

            The original term populates its Modified Terms related list with a lookup to this modified term record. The term’s body contains the text as you changed it from your quote record.

            When you generate the quote where you modified a term, Salesforce QTC follows the template layout as normal, with one exception: It replaces the term you edited with the term created after you selected Modify Terms.

            If you’re an admin and you don’t want sales reps to change a quote’s term, select Locked on the relevant quote term record.

             
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