Clause Library

How can you use the Clause Library?

• One home for approved wording: Store payment terms, liability, data privacy, and more, each with a current approved version and a change history
• Added automatically: The right clauses join the quote based on the products and terms on it
• Edits get reviewed: Changes to standard wording are flagged and can be routed for approval
• See where it's used: Track every quote and contract that uses a clause, right from the Clause Library

How to access it? If CPQ is included in your plan, log into your account and head to Settings > Workflows > Quotes > Clause Library.