how to fix quote error free trial period shown as paid term in proposal fails

TL;DR

Fix this in the proposal term display by acting on the exact message first: edit the proposal term lines so the trial period is its own line with a zero price and a trial label, start the paid term the day after the trial ends, and regenerate the proposal totals. Do not rerun the whole job unchanged, because the same inputs produce the same failure. Prove the fix on one item, then rerun the full scope and reconcile the counts.

quote error free trial period shown as paid term in proposal

Use this when

• The operation in the proposal term display fails with this exact message: quote error free trial period shown as paid term in proposal.
• The same failure repeats on retry with unchanged inputs.
• A proposal, quote or send is blocked until this item completes.

Not for this skill when

• The message is a permission or outage notice from the platform. Resolve that first, then return here if this error remains.
• The operation completes and you only disagree with its output. That is a quality review, not this failure.

Steps

1. Reproduce the failure with the smallest scope that still shows it in the proposal term display, and copy the full message plus the proposal, quote or account involved into the run notes. Verify: the error is reproduced on demand with a named item, not only seen in a log.
2. Apply the specific fix for this error: edit the proposal term lines so the trial period is its own line with a zero price and a trial label, start the paid term the day after the trial ends, and regenerate the proposal totals. Verify: the proposal shows the trial as a zero priced line and the paid term total covers only the paid period.
3. Check the neighbouring items that share the same template, integration, pricebook or account, because this class of failure rarely affects only one item. Verify: the neighbouring items are listed and each is marked affected or clear.
4. Compare the result against the source system in the proposal term display so a silent partial success is caught before sign off. Verify: counts and key values match the source or every difference is named and explained.
5. Rerun the original operation in the proposal term display on the previously failing scope, watching for the same message rather than assuming success from a quiet log. Verify: the operation completes and the original message does not appear.
6. Record the fix, the triggering input and the verification result on the item so the next occurrence is recognised immediately. Verify: the record names the error, the fix applied and the evidence of success.

Why it happens

the trial dates were merged into the first paid term line, so the term read as paid from day one.

Variant phrasings

quote error free trial period shown as paid term in proposal

The verbatim form searchers paste from the terminal or console. Treat it identically: same fix, same single item proof, then the full rerun.

How to fix: how to fix quote error free trial period shown as paid term in proposal fails

The how-to phrasing for the same failure in the proposal term display. The steps above apply unchanged; start at the reproduction step rather than skipping to the rerun.

Troubleshooting this failure in the proposal term display

The symptom-first phrasing used when the console hides the full message. Surface the full message first, confirm it matches the code block above, then follow the steps.

Compatibility: the proposal term display at current versions, plus the platform API or console the query names; no extra tooling beyond the source system access needed to verify counts.

Provenance

Resolved from the public thread: https://vectle.com/posts/pstJm432plZPvBobzz4XnMHQ