Enable customization of Terms in Quote templates

HubSpot Ideas
1

Most templates operate as starting points, and users are able to adjust the content supplied by the template for each use case.
Support has advised me that the appearance of the Terms field in the editing column when creating a Quote is a leftover from OG terms and it should be hidden. This means that a template must be created for every small variation we might want to make in our Terms for indivdiual customers.
It would be more practical and save a lot of work if the template simply supplied the most commonly used content, but that the user could then tweak the Terms inserted as required for the current customer.
If some users also want control over editing (to lock some standard content) another approach would be enable the creator of each template to specify which fields can be edited once the content has been inserted by the template.
Yet another alternative is to leave the Terms box in the edit column as it currently already exists there, and have the templated content show up there in editable form, and make the edited text display on the final on the final document. This would also enable us to use Snippets to cover off the variations we need within our Terms.

2

For the time being, you could solve this by having two custom properties added to the deal object. And some custom HubL code in the template to change the terms based on the values. I have done something like this and it has worked to have one template that changes based on deal properties.

  • Choice - terms and conditions (op1, op2, op3, override)
  • Rich text - terms and conditions override

Then in your custom sales quote template write some HubL logic to show the right terms.

  • If op1 show terms block1 in template
  • If op2 show terms block2 in template
  • If override show terms-override property text
3

This would be great to have. I want to put Terms on every quote as a standard but allow the users to edit certain items if needed. For example 30% due upon acceptance, 30% due on drawing approval and so one. These percentages are negotiable and could be adjusted, however the base language is there on every quote instead of asking the users to add a snippet every time and hope they remember.