Special Terms
In Salesforce CPQ or contract management, specific terms and conditions attached to a quote, order, or contract that define special pricing, discounts, clauses, or exceptions beyond the standard agreement terms.
Definition
In Salesforce CPQ or contract management, specific terms and conditions attached to a quote, order, or contract that define special pricing, discounts, clauses, or exceptions beyond the standard agreement terms.
In plain English
“Special Terms in Salesforce CPQ or contract management are specific terms and conditions attached to a quote, order, or contract. They define special pricing, discounts, clauses, or exceptions beyond the standard terms, capturing the unique aspects of each deal.”
Worked example
A CPQ admin at Quarterly Bikes configures Special Terms on a quote for a multi-year fleet agreement: extended 90-day payment terms, a custom warranty clause, and a volume-tier uplift rule that kicks in at 500 units. When the rep generates the contract PDF, the Special Terms merge into the agreement template in their own section - keeping the standard master agreement clean while capturing the deal-specific commitments. Legal reviews Special Terms separately as part of the approval process before the quote finalizes.
Why Special Terms matters
In Salesforce CPQ or contract management, Special Terms are specific terms and conditions attached to a quote, order, or contract that define special pricing, discounts, clauses, or exceptions beyond the standard terms. They capture the deal-specific aspects that differentiate one contract from another.
Special terms often require approval workflows because they represent deviations from standard pricing or contract language. Mature sales operations define clear policies for which special terms are acceptable, with escalation paths for non-standard requests. CPQ can automate approval routing based on the type and magnitude of special terms.
How organizations use Special Terms
Tracks special terms on quotes with approval workflows for non-standard pricing.
Defines policies for acceptable special terms and escalation paths for exceptions.
Uses CPQ to route special term approvals based on discount magnitude.
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Q1. What are Special Terms?
Q2. Why do they need approval?
Q3. How can CPQ help?
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