Setting Up Terms and Conditions

As described under Legal Terms and Conditions May Be Specified On SAs , your SA type start options can reference terms and conditions (T&C's) that should be defaulted onto new service agreements (both real and proposal). Each T&C is identified with a terms and condition code. To define a terms and conditions code, open Admin > Sales & Marketing > Terms and Conditions > Add.

Note:

T&C print order. The value of the T&C code controls the order in which the T&C appears on the printed quote. This means you should assign these codes in some type of structured format (e.g., 01...) if you would like them to appear in a certain order.

Description of Page

Enter a unique Terms and Condition code and Description. Use Text to describe the exact terms.