Your Terms library is located in the tab along the top of the Catalog page. You can create as many terms and conditions as needed. These terms can be selected and added to the quote templates, quotes, or subscriptions you create.
Create terms in the catalog
To add a new term:
Head to Catalog > Terms.
Click the + Add Term,
Input the term name and details.
Format the content as needed using rich text options.
Click Save changes.
Add terms to a plan, quote, or subscription
When creating a quote template, quote, or subscription, + Add Block or + Add term button.
Select Terms and Conditions.
Choose a term from your catalog.
Archive a term
Archive terms to remove them from the catalog. Quotes drafted or sent with archived terms will not be affected.
To archive a term:
Head to Catalog > Terms.
Click the three-dot menu next to the term you'd like to archive.
Click Archive.
Select Confirm archive.