Terms and Conditions in Zoho CRM Quotes is a configurable text block appended to Quote documents that outlines the legal and commercial conditions of the offer - such as payment terms, warranty clauses, validity period, and delivery conditions. Multiple Terms and Conditions templates can be created and applied per deal type.
Every Quote in Zoho CRM has a Terms and Conditions text area at the bottom of the quote form. The text entered here appears on the printed or emailed Quote PDF, giving the customer the commercial and legal context of the offer. Administrators can create saved Terms and Conditions templates that reps can select and apply to a Quote with one click.
Common Terms and Conditions content: payment terms (50% advance, 50% on delivery), quote validity (valid for 30 days), warranty terms, late payment interest, and governing law. Having standard templates prevents reps from forgetting to include these terms or writing inconsistent conditions on different quotes.
Different deal types may need different terms. A domestic sale might use GST-compliant payment terms while an export sale uses USD payment terms with a different warranty clause. Zoho CRM allows multiple saved T&C templates so reps select the right one per deal type.
Terms and Conditions in Zoho CRM Quotes is a configurable text block appended to Quote documents that outlines the legal and commercial conditions of the offer – such as payment terms, warranty clauses, validity period, and delivery conditions. Multiple Terms and Conditions templates can be created and applied per deal type.
Yes. Administrators can create and save multiple T&C templates. Sales reps select the appropriate template when creating a Quote, and the terms populate automatically.
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