> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getveles.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Terms Block

> The section of a quote that lists the legal terms attached to its Pricing Options, numbered and in full.

The Terms block is the legal section of a quote. It lists the full text of every term attached to the quote's Pricing Options, so the buyer sees exactly what comes with the price they're being offered.

A quote has at most one Terms block. Once a quote has one, the **Terms** entry in the **Add Content** menu is greyed out and marked **Already added**.

How the block behaves depends on whether your admin has set up a [Terms library](/get-started/calculator/terms.md). Most accounts have one.

***

## With a Terms library

When your account has a Terms library, the Terms block is built for you from the terms attached to each Pricing Option. Reps don't write or edit it -- they choose which terms go on which option, and the block follows.

### How terms get onto the quote

1. **Attach terms to a Pricing Option.** Open the option and use the **Terms** section of the Calculator to add or remove terms from the library. Terms marked **Default** in the library are attached to every new option automatically.
2. **The Terms block appears.** As soon as any visible option carries a term, Veles adds the Terms block near the top of the quote, just below the header. New quotes get it straight away when the default terms apply.
3. **Each term is numbered.** The block lists every attached term once, as "1. Term name:" followed by its full text. On each Pricing Option, the attached terms show as labels with the same reference number, so the buyer can see which clauses belong to which option.

The block stays in sync on its own:

* Attaching or removing a term on an option updates the block.
* Hiding an option removes its terms from the block (unless another visible option also carries them).
* When no visible option carries any term, Veles removes the block.

Choosing **Terms** from **Add Content** builds the block from the options' current terms. If no option has a term attached yet, nothing is added -- attach a term to an option first.

> [!NOTE]
>
> The legal text comes from the library and can't be changed on the quote. To change the wording, an admin edits the term in the library. Published versions of a quote keep the wording they were published with. A draft quote picks up the new wording the next time its Terms block is rebuilt -- whenever a Pricing Option is saved, hidden, or revealed. See [Terms](/get-started/calculator/terms.md) for how the library works and how to set up terms.

***

## Without a Terms library

If your account has no terms in its library, **Terms** adds a single free-text Terms block instead. It works like a [Text block](/get-started/calculator/blocks/text-block.md) with a fixed "Terms" heading:

* It starts with your account's default terms text, if one has been set up.
* Click the block to edit the text, then click **Save**.

> [!NOTE]
>
> The free-text Terms block is included in generated documents, but it doesn't currently appear on the [Web Portal](/get-started/calculator/web-portal.md). If buyers need to read your terms in the portal, set up a Terms library or put the text in a Text block.

***

## Manage the block

Hover over the block and click the grip icon on its left to open the block menu. Drag the same icon to move the block elsewhere on the quote.

| Action | What it does |
| - | - |
| **Hide** / **Reveal** | Hides the block from the buyer's Web Portal while keeping it on the quote. |
| **Delete** | Removes the block from the quote. With a Terms library, the block comes back the next time a Pricing Option with terms is saved -- to take terms off the quote, remove them from the options. |

Blocks can only be added, changed, moved, or removed while the quote is in the quoting stage.

***

## Where it appears

* **Web Portal:** the library-based Terms block renders as a numbered list of each term's name and full text, and each Pricing Option shows labels for its terms.
* **Documents:** templates have several ways to print terms:

  * `terms_html` -- every term on the quote, numbered, together with the content of Text blocks, in quote order.
  * `option.terms_html` -- only the terms attached to that option.
  * `term.<key>` -- one term's text on its own, for placing a clause exactly where you want it. See [Placing individual terms](/get-started/document-generation/overview.md#placing-individual-terms).

  See [Document Generation](/get-started/document-generation/overview.md) for the full variable reference.

***

## Admin settings

Admins control the Terms block from **Admin Console > Calculator > Terms**.

| Setting | Effect |
| - | - |
| **Term Block Enabled** | When off, **Terms** is removed from the Add Content menu, new quotes don't get a Terms block, and new Pricing Options don't pick up default terms. Terms blocks already on quotes stay where they are. |
| **Terms library** | The pre-approved clauses reps can attach to options, and which of them are attached by default. See [Terms](/get-started/calculator/terms.md#admin-configuration). |

***

## What's next

> **[Terms](/get-started/calculator/terms.md)**
>
> Set up the Terms library and use terms in negotiation.

> **[Pricing Option Block](/get-started/calculator/blocks/pricing-option.md)**
>
> The options that terms are attached to.

> **[Text Block](/get-started/calculator/blocks/text-block.md)**
>
> Free-form content written by the rep.

> **[Document Generation](/get-started/document-generation/overview.md)**
>
> Print terms in DOCX and PDF templates.


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