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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
Create an opportunity for the amendment.
The opportunity can’t be related to an existing contract.
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.
Choose a contract, and then click Select.
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.
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.
