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Manage Your Quotes with CPQ
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            Amend Contracts in Salesforce CPQ

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            Amend Contracts in Salesforce CPQ

            Amend your contracts when a customer wants to add new products or change products that you’ve quoted or sold. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: All Salesforce CPQ Editions

            Before you amend a contract, review these considerations.

            • Make sure that your account has a contract-based renewal model.
            • You can amend from an active contract or from a contracted opportunity related to an active contract. If you’re amending from a contracted opportunity, make sure that its Contracted field has been selected.
            • As of Salesforce CPQ Spring ’19, for Legacy Amendment and Renewal Services, make sure that your contract's Preserve Bundle Structure field is selected. Otherwise, you can't amend that contract from the contract record or its related opportunity. We recommend selecting this field in earlier Salesforce CPQ versions as well. When this field is unselected in versions before Spring ’19, Salesforce CPQ ignores the configuration of amended bundles and converts them to standalone quote lines on the amendment quote. It can result in validation errors, unwanted price changes, and ignored product or price rules on the amendment quote.
            • Certain types of changes called “pricing amendments” can create unexpected pricing on future quotes. We don’t recommend making these changes on amendment quotes: modifying standard price fields on the quote line; changing discounts on the quote line; or changing dates on amendment quote lines when the Updated Subscription field is populated.
            • When cross order = false and a product has a discount schedule, we recommend creating another quote line to sell more of the same item, rather than amending a quote line. This way, you reduce individual line items without interference from the discount schedule.
            1. Click Amend on your contract, or click Amend Contract on your opportunity. Both records provide the same amendment workflow. Amending a contract from an opportunity is available for users who don’t have access to the contract object.
              • Amending from your contract takes you to the Amend Contract page, which shows your contract's amendable active subscriptions and amendable evergreen subscriptions.
              • Amending from your opportunity takes you to the Existing Contracts page, which shows your account's amendable active contracts and amendable evergreen contracts. Choose a contract, then click Select.
            2. Review your subscriptions, and then click Amend.
              Salesforce CPQ creates the following records.
              • An amendment opportunity with a close date equal to your contract’s start date. The amendment opportunity has a name of “Amendment for contract #[your contract ID].”
              • An amendment quote with start and end dates equal to your contract’s start and end dates. Assets that affect a quote’s pricing are pulled into amendment quotes, such as when a Percent of Total subscription covers them. Assets that aren’t part of bundles are pulled into amendment quotes when the preserve bundle structure package setting is enabled or when the option for preserving the bundle on the amended contract is selected.
            3. Adjust the quantity of the quote lines from your original quote, apply discounts, or add new products, and then save your changes.
              You can amend assets to have a lower quantity only if their related product record has an asset amendment behavior of Allow Refund.
              When the amendment quote’s start date is equal to or after the contract’s start date, the prices on your amendment quote lines are based on the contracted price. The prices of the net new quote lines are based on the listed price.
              Salesforce CPQ doesn’t support the amendment subscription quote line’s end date.
              Salesforce CPQ doesn’t support non-integer quantity amendments.
              Salesforce CPQ calculates product quantity and price on your amendment opportunity based on the difference of the original quote and the amendment quote. The amendment opportunity updates its Amended Contract and Primary Quote fields with links to the contract you amended and your original quote.

            See Also

             
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