CPQ Quote Terms

A basic quote term contains your term’s text in the Body field, which appears for all quote templates that use this term. You can also define conditions in the Term Conditions related list. Salesforce CPQ checks these conditions to determine whether that quote term appears on a quote document.

To show your term on a quote document, you need a quote template containing a template content record where Type is set to Quote Terms. When you generate a quote document, Salesforce CPQ includes all quote terms without conditions and all terms where a condition matches the quote’s conditions—for example where Opportunity = “Joe’s Computers.” Salesforce CPQ then shows the quote terms in your quote document based on the position and styling of that document’s Quote Term’s content record and its parent template section. Terms are ordered in the template based on their Print Order values.

Because you can associate multiple term records with one template content record, you can break your terms into several records. For example, you can have one term record for service terminology and another for proprietary rights. This process lets you edit or replace individual parts of the overall term as needed rather than changing the entire term in one session.

Note Use Shift+Enter to create a new paragraph in your Body text. Use Enter as a carriage return. Salesforce CPQ does not create whitespace for repeated carriage returns when it renders the quote term on an output document.

Example Your proposal quote contains the following terms. Each line represents a unique quote term record associated with your template’s Quote Terms content record.

1. Main Services Agreement
2. Definitions
3. Services
4. Use of the Services
5. Fees and Payments for Services
6. Proprietary Rights
7. Confidentiality
8. Warranties and Disclaimers

• Guidelines for Changing Quote Terms
  Change the content of a quote term on a specific quote. (Salesforce CPQ Managed Package)
• 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)