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Manage Your Quotes with CPQ
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            Create an Add-On Opportunity

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            Create an Add-On Opportunity

            Add more products to a contract and ensure that they terminate on the same date. While these products exist on a separate opportunity record, Salesforce CPQ matches their termination dates to the termination date on the contract’s original opportunity. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: Salesforce Classic
            Available in: All CPQ Editions
             
            1. In Salesforce Classic, go to your account and set the contract co-termination fields to allow users to create add-on quotes.
              1. Set contract co-termination to Prompt or Always.
              2. Set the co-termination event to Add-on.
            2. On the same account, find the contract that you want to co-terminate with. Click Activate if it’s not yet activated.
            3. Create an opportunity on your account. We recommend naming it something like “Add-on Opportunity” so you can clearly identify it.
            4. Set a close date in the future somewhere within the timeframe of your original contract.
            5. Set the opportunity’s stage.
            6. From the opportunity’s quotes related list New Quote. Select your quote’s primary quote field.
            7. Since you enabled co-termination in Step 1, Salesforce CPQ shows the existing contracts page after you save your quote. This page shows all the active contracts and evergreen contracts on your account. Select the contract you want to include in your add-on opportunity.
              Salesforce CPQ shows the product selection page.
            8. Add products on the product selection page. You can also adjust the quote’s start date if needed. Moving the start date forward prorates your quote’s subscription products. The proration calculation uses the end date of the contract you selected in Step 4. We call this process co-termination, because all your new products inherit the end date of the contract that you associated with this add-on opportunity.
            9. When you’re done adding products, go back to your account and review the contract you associated with your add-on opportunity. In the Subscriptions related list, you see the subscriptions that you just added and the contract’s original subscriptions. The subscriptions you added have your new quote’s start date, but all subscriptions have the same end date.
             
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