1

I am designing custom Quote PDF for our company and the last section on the PDF is for showing the terms and conditions.

On which object should I store the terms and conditions? I was thinking of creating a custom field on the Organization object but I do not see a way to create custom field on the organization object.

If anybody faced the same situation, Please help me on this:

  1. Admin should be able to modify the terms and conditions from UI without touching the code.
  2. I think it should be Rich Text Area field.

Any other best approach to solve this problem?

2

In similar situation I created a single record custom object ... I offered the client to have few place holders on the quote which maps to fields on the object. Admin can enter rich text with all available formatting easily.

  • Glad I helped :) – Amr Ibrahim Aug 10 '15 at 23:04

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