{"id":4119,"date":"2026-05-29T20:09:12","date_gmt":"2026-05-29T20:09:12","guid":{"rendered":"https:\/\/aaxonix.com\/resources\/?post_type=glossary&#038;p=4119"},"modified":"2026-05-29T20:09:12","modified_gmt":"2026-05-29T20:09:12","slug":"terms-conditions-quote-zoho-crm","status":"publish","type":"glossary","link":"https:\/\/aaxonix.com\/resources\/glossary\/terms-conditions-quote-zoho-crm\/","title":{"rendered":"Terms &#038; Conditions (Quote)"},"content":{"rendered":"<style>\n.gt-body{font-family:'Poppins',sans-serif;color:#111;line-height:1.75}\n.gt-def{border-left:4px solid #E8650A;padding:16px 20px;background:#fff8f4;border-radius:0 8px 8px 0;margin:0 0 32px;font-size:1.05rem}\n.gt-section{margin:0 0 36px}\n.gt-section h2{font-family:'Fraunces',serif;color:#0A1628;font-size:1.5rem;margin:0 0 12px}\n.gt-example-box{background:#f0f4ff;border-radius:10px;padding:20px 24px;margin:0 0 32px}\n.gt-example-box strong{color:#2563EB}\n.gt-related-pills{display:flex;flex-wrap:wrap;gap:10px;margin:0 0 32px}\n.gt-related-pill{background:#f7f4ef;border:1px solid #ddd8cf;border-radius:20px;padding:6px 16px;font-size:.875rem;color:#0A1628;text-decoration:none}\n.gt-faq-item{border:1px solid #ddd8cf;border-radius:10px;padding:16px 20px;margin:0 0 12px}\n<\/style>\n<div class=\"gt-body\">\n<div class=\"gt-def\">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 &#8211; such as payment terms, warranty clauses, validity period, and delivery conditions. Multiple Terms and Conditions templates can be created and applied per deal type.<\/div>\n<div class=\"gt-section\">\n<h2>What are Terms and Conditions in Zoho CRM Quotes?<\/h2>\n<p>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.<\/p>\n<p>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.<\/p>\n<\/div>\n<div class=\"gt-section\">\n<h2>Multiple Templates<\/h2>\n<p>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&#038;C templates so reps select the right one per deal type.<\/p>\n<\/div>\n<div class=\"gt-section\">\n<h2>Industry Example<\/h2>\n<div class=\"gt-example-box\"><strong>Engineering Services:<\/strong> A mechanical engineering firm has three Terms and Conditions templates in Zoho CRM: Standard Project, Retainer, and Export. The Standard Project template includes milestone payment terms and IP ownership clauses. When the sales team creates a project quote, they select the Standard Project template and the full legal terms populate automatically.<\/div>\n<\/div>\n<div class=\"gt-section\">\n<h2>Related Terms<\/h2>\n<div class=\"gt-related-pills\">\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/quotes-module-zoho-crm\/\" class=\"gt-related-pill sp-content-link\">Quotes Module<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/quote-line-item-zoho-crm\/\" class=\"gt-related-pill sp-content-link\">Quote Line Item<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/cpq-zoho-crm\/\" class=\"gt-related-pill sp-content-link\">CPQ (Configure Price Quote)<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/sales-orders-module-zoho-crm\/\" class=\"gt-related-pill sp-content-link\">Sales Orders Module<\/a>\n<\/div>\n<\/div>\n<div class=\"gt-section\">\n<h2>Frequently Asked Questions<\/h2>\n<div class=\"gt-faq-item\"><strong>What are Terms and Conditions in Zoho CRM Quotes?<\/strong><\/p>\n<p>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 &#8211; such as payment terms, warranty clauses, validity period, and delivery conditions. Multiple Terms and Conditions templates can be created and applied per deal type.<\/p>\n<\/div>\n<div class=\"gt-faq-item\"><strong>Can I have multiple Terms and Conditions templates in Zoho CRM?<\/strong><\/p>\n<p>Yes. Administrators can create and save multiple T&#038;C templates. Sales reps select the appropriate template when creating a Quote, and the terms populate automatically.<\/p>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>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 &#8211; such as payment terms, warranty clauses, validity period, and delivery conditions. Multiple Terms and Conditions templates can be created and applied per deal type.<\/p>\n","protected":false},"template":"","meta":{"seo_title":"Terms & Conditions (Quote) | Zoho CRM Glossary","seo_description":"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 o","seo_keyword":"terms conditions quote zoho crm","seo_faqs":"[{\"q\": \"What are Terms and Conditions in Zoho CRM Quotes?\", \"a\": \"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.\"}, {\"q\": \"Can you have multiple T&C templates in Zoho CRM Quotes?\", \"a\": \"Yes. Administrators create and save multiple Terms and Conditions templates. Reps select the right template when creating a Quote and the terms populate automatically.\"}]","term_type":"Business","glossary_related":"","glossary_links":""},"glossary_category":[1238],"class_list":["post-4119","glossary","type-glossary","status-publish","hentry","glossary_category-zoho-crm"],"_links":{"self":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary\/4119","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary"}],"about":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/types\/glossary"}],"wp:attachment":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/media?parent=4119"}],"wp:term":[{"taxonomy":"glossary_category","embeddable":true,"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary_category?post=4119"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}