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Manage Your Quotes with CPQ
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            Amend Your Contracts and Assets

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            Amend Your Contracts and Assets

            Add products or edit product quantities on your contracts. If you’re using an asset-based renewal model, you can change the assets on your quotes and orders. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: All Salesforce CPQ Editions

            For a deep dive into amendments and renewals, watch this video:

            Your account’s renewal model and your use case determine the way you perform amendments. Regardless of your method, Salesforce CPQ creates an amendment opportunity and an amendment quote. The amendment quote contains quote lines for all of the contract’s assets and active subscription products. Expired subscriptions (subscriptions with end dates before the amendment quote’s start date) aren’t included. You can also add new quote lines to the amendment quote.

            We’ll review amendment methods and some key fields at a high level here. Later, you can check out our tasks for step-by-step explanations and examples.

            Note
            Note Certain types of changes, called “pricing amendments,” can create unexpected pricing on future quotes. We don’t recommend doing the following on amendment quotes: modifying any of the standard price fields on the quote line; changing discounts on the quote line; changing dates on purchased quote lines; adding new lines with an end date different from the contract’s end date.
            Renewal model Use case Actions Results
            Contract Based You made a contract from your opportunity. Your customer wants to change their contract. To create an amendment quote, click Amend on your contract or Amend Contract on your opportunity.
            • Salesforce CPQ creates an amendment opportunity and amendment quote.
            • The amendment quote contains all the products from your original quote. You can adjust the quantities of these products or add new products.
            • The amendment opportunity reflects the product and quantity differences between your original quote and your amendment quote.
            Contract Based You made a contract from your order. Your customer wants to change their contract. To create an amendment quote, click Amend on your contract or Amend Contract on your opportunity.
            • Salesforce CPQ creates an amendment opportunity and amendment quote.
            • The amendment quote contains all the products from the order you contracted. You can adjust the quantities of these products or add new products.
            • The amendment opportunity reflects the product and quantity differences between your original quote and your amendment quote.
            • Order your amendment quote to resume the ordering process.
            Asset Based You created assets by contracting your opportunity or order. Your customer wants to change their quote or order. To amend assets, click Amend Assets on your account or opportunity.
            • Salesforce CPQ creates an amendment opportunity and amendment quote.
            • The amendment quote contains all the products from your quote or order. You can adjust the quantities of these products or add new products.
            • The amendment opportunity reflects the product and quantity differences between your original quote and your amendment quote.
            • CPQ Amendment Fields and Settings
              Salesforce CPQ provides several fields that let you automate and customize the amendment process. You can find these fields on your accounts and contracts. (Salesforce CPQ Managed Package)
            • Amend Your Contracts
              Amend your contracts when a customer wants to add new products or change products that you’ve quoted or sold. (Salesforce CPQ Managed Package)
            • 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)
            • Guidelines for Amending from a Contract with Multiple Subscription End Dates
              If your contract contains subscriptions with different end dates, you can control how Salesforce CPQ sets the start and end dates of your amendment quotes. This feature is useful if you don’t want an amendment quote to coterminate with the original contract. (Salesforce CPQ Managed Package)
            • Guidelines for Amending Subscription Start Dates
              Amendment quotes’ start dates depend on the contract and require careful consideration. Learn how to control start dates so that amendments are correctly calculated. (Salesforce CPQ Managed Package)
            • Amend Your Assets
              You can amend your assets from your account. Use this process in accounts with asset-based renewal models. You can also use it in a contract-based account if you want to amend an asset and you’re unsure of its location on your contract. (Salesforce CPQ Managed Package)
            • Create an Add-On Opportunity
              Add more products to a contract and ensure that they terminate on the same date. While these products exist on a separate opportunity record, Salesforce CPQ matches their termination dates to the termination date on the contract’s original opportunity. (Salesforce CPQ Managed Package)
            • Amendment Processes
              Salesforce CPQ offers several ways to manage the subscriptions and assets you’re amending. (Salesforce CPQ Managed Package)
             
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