There are many options for generating language across the Order Schedule and Terms. This page will help you understand them all, and decide the best path for each use case.





 Language
 Terms
 Special Terms (Free text)
 Standard Special Terms
 Terms Library
 Product Terms
Static with some Dynamic capabilities per Quote
 X




Customizable by Quote
X
 X
 X
 X
Customizable by Template
 X
 X
 N/A
 X
 X
 X
Dynamic based on Products




X


Use Case for each type:



 Language
 Terms
 Special Terms (Free text)
 Standard Special Terms
 Terms Library
 Product Terms
Language for New vs Existing Business, but you want to reference the Original Contract date of the Customer for Existing Business
 X




On a single Quote you need to enter very specific language related to that Customer.

X


You want to allow reps to select a very small snippet of pre-approved Language and display it on the Quote.


X

Need to display text for different Payment Terms, Payment Method and Frequency on a Quote by Quote basis.
X



Each time a Product is added, you need to display language related to that Product.




X
You have standard blocks of special language that need to be used as is, or edited on a Quote by Quote basis by a group of users.



X