Configuring the Quote Terms module

Print the terms and conditions carried on the quote, with fallback language for quotes that don't have any.

Overview

The Quote Terms module prints the terms and conditions attached to the quote — the language that came from your Terms Library, whether a rule applied it or a rep selected it. The module doesn’t store terms itself; it decides where they appear and what happens when there are none.

In HubSpot’s module picker it’s called Payment Terms (Quotivity).

Settings

Setting	What it does
Heading	The heading above the terms. Defaults to “Terms & Conditions”
Fallback Terms	Language to show when the quote has no terms of its own
Show Section When Empty	Renders the heading even when there are no terms and no fallback

The module renders the quote’s own terms when it has them. If it doesn’t, the fallback terms show instead. With neither, the section is left out entirely unless Show Section When Empty is on.

Steps

Open the module. Select Quote Terms in the Template Modules panel.
Set the heading to whatever your legal team calls it — “Terms & Conditions”, “Agreement”, or a translated equivalent.
Add fallback terms if every quote from this template must carry some language. Keep them generic; deal-specific terms belong in the Terms Library.
Decide whether the section shows when empty. Leave it off so quotes without terms don’t print a bare heading.
Preview and publish.

How terms reach the quote

Terms come from two places, both of which this module renders:

A Quote Rule with an insert-terms outcome, which picks terms based on the quote’s conditions — see Adding terms to templates.
The Terms Library, where the language is written and maintained — see Building your Terms Library.

Updating a terms document in the library doesn’t rewrite quotes that already went out; published quotes keep the language they were sent with.

Tips

Use fallback terms as a safety net, not as your standard language. Terms in the library can be reused, versioned, and applied by rules.
Long agreements read better on their own page. Add a Page Break module before this one so the terms start fresh in the PDF.
For terms that belong to particular products rather than the whole quote, use the Product Terms module.