Organizing Terms on an Agreement
Term Groups & Term Blocks
Terms are organized together on the Deal using “Term Groups”. Each agreement term represents a term block. A term term could be:
- a single agreement term to represent an entire exhibit of your agreement or
- a subsection that composes an exhibit of the agreement. If you decide to split your agreement language into multiple sub-sections, a term group may represent a the exhibit or an entire section of your agreement. For example, the Standard Terms and Conditions outlined here is a single-term block, the entire term language be used. This is helpful when you have agreement language where sections must be read together.
In this example, however, the terms and conditions are separated into individual blocks which allows the User to substitute sub-section as needed.
We typically recommend creating a Term Group for every "Exhibit" of your agreement. One example would be to create a term group for Order Form Terms and another one for Terms and Conditions.
Term groups can be placed in above the pricing tables or below the pricing tables.
Header Terms
Terms can also be placed in the header Term group.
When terms are placed in the header, only the term label, icon, and value are displayed. The term language will only display when the term is included in the body of the agreement, above or below pricing.
Term language will only display when the term is included in the body of the agreement.
Organize
Header terms are organized into 2 columns. You can use the drag-and-drop buttons to order them as needed.
The terms are always split into 2 columns using a simple split. If you have 4 terms in the header, each column will have 2 terms. If you have 5 terms in the header, the left column will have 3 terms and the right column, 2 terms. If you need a particular term to be in the a specific column, figure out which other term it should be be above and drag and drop it above that term.