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Multioffer proposal

  • October 9, 2025
  • 1 reply
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With multi-system used as multi offer, is it possible to have the T&Cs sections under the pricing table of each offer?

Each pricing table of each offer has a different T&C section. So instead of scrolling to the end of the document to see all T&Cs the request is to have each pricing table and the relevant T&C be connected.

Thanks

Best answer by BrentonWest

Hi Adam,

Yes, that’s possible. Each ordinal in a multi-system setup has its own unique proposal attribute, which identifies its position or ordinal in the set of offers. You can use that attribute to make sure each pricing table and its Terms & Conditions (T&Cs) section are connected.

Here’s how you can set it up:

  1. Capture the Ordinal Value: In your setup, make sure each assignment rule captures the proposal’s ordinal number. This is what connects each offer’s data back to its unique identifier. Without this, the system won’t know which pricing table or content block belongs to which proposal.
     
  2. Filter the Pricing Table by Proposal Attribute: Once the ordinal is being captured, open the Pricing Table configuration. Under the Filter Line Item sub-tab, use the Select Proposal Attribute filter. This filter ensures that the pricing table only shows products, pricing, and other details tied to that specific proposal.
     
  3. Add a T&C Section for Each Proposal: Below each pricing table, add a Text Widget that will display the Terms & Conditions for that proposal. To make it dynamic, use a Presentation Rule on the text widget. The rule can look for either:
    • A playbook element (e.g., a question that collects T&C text for that proposal), or
    • A parameter reference that retrieves the correct T&C value for the proposal.

Result: When the document is generated, each offer’s pricing table will automatically be followed by the correct T&Cs, without requiring the user to scroll to the bottom. Each section stays self-contained and aligned with the correct proposal.

 

Hope this helps!

    1 reply

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    • BrentonWest
    • Employee
    • Answer
    • October 11, 2025

    Hi Adam,

    Yes, that’s possible. Each ordinal in a multi-system setup has its own unique proposal attribute, which identifies its position or ordinal in the set of offers. You can use that attribute to make sure each pricing table and its Terms & Conditions (T&Cs) section are connected.

    Here’s how you can set it up:

    1. Capture the Ordinal Value: In your setup, make sure each assignment rule captures the proposal’s ordinal number. This is what connects each offer’s data back to its unique identifier. Without this, the system won’t know which pricing table or content block belongs to which proposal.
       
    2. Filter the Pricing Table by Proposal Attribute: Once the ordinal is being captured, open the Pricing Table configuration. Under the Filter Line Item sub-tab, use the Select Proposal Attribute filter. This filter ensures that the pricing table only shows products, pricing, and other details tied to that specific proposal.
       
    3. Add a T&C Section for Each Proposal: Below each pricing table, add a Text Widget that will display the Terms & Conditions for that proposal. To make it dynamic, use a Presentation Rule on the text widget. The rule can look for either:
      • A playbook element (e.g., a question that collects T&C text for that proposal), or
      • A parameter reference that retrieves the correct T&C value for the proposal.

    Result: When the document is generated, each offer’s pricing table will automatically be followed by the correct T&Cs, without requiring the user to scroll to the bottom. Each section stays self-contained and aligned with the correct proposal.

     

    Hope this helps!

    - Brenton West, Thriviti
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