Standard terms are sets of Quote Term text that will be automatically included on all Quotes. You can create standard terms and subterms, then establish the order you want them to appear.
To create standard terms:
|Print Order||Enter a number representing the order you want this term to display, from top to bottom.|
|Status||Choose the stage of your term in the approval process. This field allows you to build an approval process into your terms.|
|Parent Term||Choose another term, if this is a subterm of it, that should be included within that term. Subterms can be sorted within their parent term by another print order number.|
|Advanced Condition||Can only be used if Conditions Met = Custom. Use a combination of parentheses, condition #s, ANDs, and ORs to determine how conditions should be applied.|
|Active||Select to include the term and its subterms in any quote where conditions are met.|
|Owner||Name of the user who created this term.|
|Quote||Choose a quote from the picklist if the term applies to a single quote only. Leave this field blank if the term is standard, globally appearing on quotes where conditions are met.|
|Standard Term||Leave this field blank when creating a standard quote. This is only valid when manually creating a quote term on a quote to replace an existing one.|
Enter the text of your term or subterm. To dynamically include text, use a merge field in the same format as template content:
As of Winter '16, SteelBrick allows admins to use logical ANDs and ORs when setting up quote terms, which provides more control over which conditions apply to the term. For example, this enables a rule with 3 conditions to be handled in the following fashion: 1 AND (2 OR 3).
To set this up: