Multiple Quote Term Sections

by Community Manager on ‎09-04-2015 12:43 AM - edited on ‎09-27-2016 03:28 PM by Community Manager

OVERVIEW

This feature allows users to create multiple Quote Term sections within a Quote Template using filtering. This determines which Terms will be placed in certain sections and avoids the duplication of Terms in multiple sections.

 

 

KEY CONCEPTS & DEFINITIONS

Users should be familiar with the following content:

SCENARIOS

This enables multiple Quote Term Sections to be filtered in the same manner as Quote Lines.

 

SETUP

Admins may need to modify the following page layouts:

  • Add the "Template Content" field to the Quote Term page

PROCEDURES

Create a Quote Template with Multiple Quote Term Sections:

  1. Create a Quote Template.
  2. Create the Template Content that will eventually be placed in each new Quote Term. The content type must be Quote Terms.
  3. Create a Template Section for each Quote Term.
  4. Return to your Quote Template and associate the Template Content to the Template Sections.sections1.png
  5. Create your multiple Quote Terms and insert your Template Content.sections2.png

NOTES

  • This override text will mimic the behavior of the Multiple Quote Term Sections so that it is not duplicated throughout the document, rather it will appear only in your desired sections. If you are using this feature, any Quote Term that is not specifically assigned to Template Content will appear in ALL sections.
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