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Manage Your Quotes with CPQ
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            Amend a Contract from an Opportunity

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            Amend a Contract from an Opportunity

            When a customer wants to add products or change products that you’ve quoted or sold, first create an opportunity for the amendment. Then you can create the amended contract. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: All Salesforce CPQ Editions
            1. Create an opportunity for the amendment.
              The opportunity can’t be related to an existing contract.
            2. From the opportunity, click Amend Contract.
              Salesforce CPQ shows the Existing Contracts page, which shows your opportunity’s amendable active contracts for standard contracts and evergreen contracts. Remember, when you contract an opportunity or order, Salesforce CPQ splits renewable subscriptions and evergreen subscriptions into separate contracts.
            3. Choose a contract, and then click Select.
            4. Review your subscriptions, and then click Amend.
              Salesforce CPQ creates an amendment quote containing all the subscriptions and assets in the contract, including subscriptions and assets associated with previous contract amendments. The quote’s start date is the opportunity close date. Its end date is the contract end date.
            5. Adjust the quantity of the quote lines from your original quote or add products, and then save your changes.
              • You can amend an asset’s quantity only if the asset amendment behavior of the related product record is set to Allow Refund.
              • Salesforce CPQ calculates product quantity and price on your amendment opportunity based on the difference between the original quote and the amendment quote. On the amendment opportunity, the Amended Contract and Primary Quote fields are updated with links to the contract you amended and your original quote.
             
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