NOTE: Additionally, you can see more info on Automatically added "Product Terms" from the Product Terms object.


About Product Terms


Familiarize yourself with the Terms & Language matrix located here which walks through the use cases and capabilities of each feature.

  • Product Terms are pieces of static language that can be displayed on the Order Schedule each time a product is present on a Quote.
  • You can choose to have different Order Schedule Templates display or not display Product Terms.
  • Product Terms will only show one time if there are multiple instances of the same product on the Quote.


Adding Product Terms to a Product


  • Browse to the Product you would like to add Terms to.
  • Click "Edit"
  • Add your terms in the Product Terms box
  • Click "Save"