Admins manage the shared legal and commercial content that quotes draw on under CRM > Quote Library: clauses, terms versions, payment terms, and billing schedules.
A clause is a reusable block of text - a title, a body, and a risk level - that you keep in the library and attach to individual quotes with the "Add clauses" picker rather than retyping it each time. When you attach a clause to a quote, its current wording is captured with the quote, so editing or retiring that clause in the library later doesn't change quotes that already included it.
A terms version is different from a clause: it's a single, versioned document of commercial terms, and a quote applies exactly one of them from the Commercial Terms section. Only active terms versions are offered - a version an admin has retired can't be selected, and a quote with a retired version attached can't be sent until it's updated.
The payment schedule editor lets you lay out how the customer will be billed - as a list of rows, each with a label, a timing (upfront, on signature, on a specific date, a number of days after an event, or tied to a milestone), and either a flat amount or a percentage of the total. Build the schedule row by row, or apply one of your admin's saved billing schedule templates as a starting point. The schedule is shown to the customer for acknowledgement; it doesn't create invoices on its own - see Contracts, Renewals, and Change Orders for how invoicing actually happens once there's a contract.
Before a customer can accept a quote, they must tick a checkbox confirming they've read the terms and clauses attached to it. That affirmation is recorded along with the acceptance, so there's a clear record that the customer saw and agreed to what they signed up for.
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