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Manage Your Quotes with CPQ
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            Use a Single Renewal Quote for All of an Account's Subscriptions

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            Use a Single Renewal Quote for All of an Account's Subscriptions

            Keep all your customer's renewed subscriptions on a single quote and contract. This makes it easier to manage renewals and align them to end on the same date. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: All Salesforce CPQ Editions
            1. Go to an account.
            2. Click New Opportunity.
            3. Enter the opportunity details. Select the Renewal option, and then save the opportunity.
            4. From the new opportunity, click New Quote.
            5. Enter the quote details. Set the Type field to Renewal, and then save the quote.
              The quote line editor opens automatically.
            6. In the quote line editor, select Renew Subscriptionsfrom the Add Products dropdown list.
            7. On the Subscription Selection page, choose the subscriptions you want to renew, and then click Select.
              Salesforce CPQ creates a renewal quote containing all the subscriptions you selected.
             
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