How to Associate Clauses with Products?
  • Updated on 06 Jul 2020
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How to Associate Clauses with Products?

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The products can be associated with clauses while adding products to the price book.

To associate a clause to the product:

  1. Click PRICE BOOKS on the left nav bar.
  2. Select the price book where you want to add the product. 
  3. In the selected price book, click + NEW PRODUCT TO PRICEBOOK.
  4. Enter the product details, pricing details, then click Next.
  5. The clause association screen will pop-up where you can select the clause name from the list. Click Add.

The product will be associated with the clause. When you create a quote document from the same template and the product for which the clause has been associated is added, then the product name will be displayed next to the clause name.

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