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Salesforce CPQ Opportunity Contracting Methods
You can adjust quote fields to control how Salesforce CPQ distributes subscription products on your contracts. (Salesforce CPQ Managed Package)
Required Editions
| Available in: All Salesforce CPQ Editions |
The quote field Contracting Method controls how Salesforce CPQ sets the start dates and end dates of contracts you create from your opportunity.
- By Subscription End Date
- Salesforce CPQ groups subscription products by end dates into separate contracts. Each contract’s start date is equal to the earliest start date among its subscription products. This value is the default contracting method value.
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Note Salesforce CPQ creates contracts only when a user or process selects the Contracted checkbox on an opportunity or order. Amending a contract with net-new subscriptions on the amended quote while this method is active doesn’t produce a new contract. - Single Contract
- Salesforce CPQ creates one contract for all your opportunity’s subscription products.
- The single contracting method is not available for evergreen quote lines. Evergreen and non-evergreen subscriptions must be managed on different contracts.
You’re contracting an opportunity containing a quote for several of your company’s software subscriptions. Let’s have a look at how Salesforce CPQ creates your contracts and assigns subscriptions to them based on your quote’s contracting methods. For example, in Table 1, Contract 1 contains the MDM Subscription and the Data Security Subscription. You can access all these contracts from your opportunity’s Contracts related list.
| Quote Line (Subscription Product) | Start Date (Quote Line) | End Date (Quote Line) | Resulting Subscription Goes to | Contract Start Date | Contract End Date | Subscription Start Date | Subscription End Date |
|---|---|---|---|---|---|---|---|
| MDM Subscription | 01/01/18 | 09/30/18 | Contract 1 | 01/01/18 | 09/30/18 | 01/01/18 | 09/30/18 |
| Data Security Subscription | 03/01/18 | 09/30/18 | Contract 1 | 01/01/18 | 09/30/18 | 03/01/18 | 09/30/18 |
| Service Desk Subscription | 03/01/18 | 10/12/18 | Contract 2 | 03/01/18 | 10/12/18 | 03/01/18 | 10/12/18 |
| Data Backup Subscription | 05/01/18 | 11/15/18 | Contract 3 | 05/01/18 | 11/15/18 | 05/01/18 | 11/15/18 |
| Data Backup Subscription | 06/01/18 | 11/15/18 | Contract 3 | 05/01/18 | 11/15/18 | 05/01/18 | 11/15/18 |
| Infrastructure Management Subscription | 06/01/18 | 11/15/18 | Contract 3 | 05/01/18 | 11/15/18 | 06/01/18 | 11/15/18 |
| Release & Deployment Subscription | 06/01/18 | 11/30/18 | Contract 4 | 06/01/18 | 11/30/18 | 06/01/18 | 11/30/18 |
| Quote Line (Subscription Product) | Start Date (Quote Line) | End Date (Quote Line) | Resulting Subscription Goes To | Contract Start Date | Contract End Date | Subscription Start Date | Subscription End Date |
|---|---|---|---|---|---|---|---|
| MDM Subscription | 01/01/18 | 09/30/18 | Contract 1 | 01/01/18 | 11/15/18 | 01/01/18 | 09/30/18 |
| Data Security Subscription | 03/01/18 | 09/30/18 | Contract 1 | 01/01/18 | 11/15/18 | 03/01/18 | 09/30/18 |
| Service Desk Subscription | 03/01/18 | 10/12/18 | Contract 1 | 01/01/18 | 11/15/18 | 03/01/18 | 10/12/18 |
| Data Backup Subscription | 05/01/18 | 11/15/18 | Contract 1 | 01/01/18 | 11/15/18 | 05/01/18 | 11/15/18 |
| Data Backup Subscription | 06/01/18 | 11/15/18 | Contract 1 | 01/01/18 | 11/15/18 | 06/01/18 | 11/15/18 |
| Infrastructure Management Subscription | 06/01/18 | 11/15/18 | Contract 1 | 01/01/18 | 11/15/18 | 06/01/18 | 11/15/18 |
| Release & Deployment Subscription | 06/30/18 | 11/15/18 | Contract 1 | 01/01/18 | 11/15/18 | 06/30/18 | 11/15/18 |
