Guidelines for Amending Contracts

When you’re ready to amend a contract, review our guidelines. (Salesforce CPQ Managed Package)

New Subscription Quote Lines

If you add new subscription quote lines to an amendment quote and then contract the opportunity or order, the new subscriptions are also added to the contract you amended. A different contract isn’t created for your new subscriptions.

Additional Discounts on Quotes and Quote Lines

Quote-level and group-level additional discounts don’t carry over to amendment quotes.

Quote line additional discounts do carry over to amendment quote lines. If a percent of total product’s covered asset has an amount-based additional discount, the covered asset’s amendment quote lines have negative total values on amendment quotes. If you use amendments, we recommend not applying amount-based additional discounts to any quote line that would become a covered asset.

Amended Opportunities

Salesforce CPQ supports upgrading an asset and then reducing the upgraded asset’s quantity as part of one amendment only for amended opportunities.

Amending Your Contracts and Assets

When manually creating an amendment quote, you can amend subscriptions from expired contracts. When you’re amending a subscription from the quote line editor, all subscriptions are shown, regardless of the state of the contract objects on that account.

Discount Amounts

For products with a slab discount schedule or a block pricing method, the discount amount is converted to a discount percentage on amendments.