We are going to be rolling out the quote function to our Sales users, so I have created some quote templates for various user groups. I would like to attach terms and conditions to the quote based on a field in the associated Account record - this could be different for each template.
Anyone have a practical solution to share?
Thanks.
Terry
2 answers
Hi, @Terry Spalding - I typically create a Long Text Area field on the Quote for Terms and Conditions, then I create a Workflow Rule and a Field Update with a "CASE" formula to conditionally set the Quote's Terms and Conditions field based on whatever criteria field you need (mine are typically based on something like Opportunity.Division).
The Workflow Rule's Field Update is great because it will actually let you set text into a Long Text Area field (which gives you more characters to work with) and you can even insert other merge fields interspersed throughout the hard-coded Text. Plus, since the Quote Terms and Conditions field is being updated by a WFR, you can leave it editable to certain users if appropriate (opposed to a formula field which is always read-only).
I hope this helps!
