Before generating a document, sales reps can now search and add pre-approved clauses to quotes, such as standard warranty disclaimers, payment terms, delivery conditions. Reps can then customize standard language with deal-specific details. Choose which clauses are available by adding them to the Quote Special Terms component in your Quote page layout.
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions of Agentforce Revenue Management, formerly Revenue Cloud, with the Revenue Cloud Advanced or Salesforce Contracts license.