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Manage Your Quotes with CPQ
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            Automatically Create Contracted Prices

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            Automatically Create Contracted Prices

            Configure a quote so that when a sales rep contracts the quote’s opportunity or order, contracted prices for all the quote’s products are created. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: Salesforce CPQ Spring ’16 and later
            1. From a quote, select a value for the Generate Contracted Price field.
              • Price: The contracted price has a price field equal to the net unit total for this product’s quote line. All future quote lines for this product on this account use this price as their initial price.
              • Discount Schedule: The contracted price doesn’t provide a value for the Price field. Instead, the contracted price record inherits the quote line’s discount schedule. All future quote lines for this product on this account receive prices based on this discount schedule.
              • Do Not Generate: Salesforce CPQ doesn’t create a contracted price for this product.
            2. Save your quote record.
              When you contract your quote, Salesforce CPQ creates a Contracted Price record in your account for every product on your quote. The contracted price is based on the value in the Generate Contracted Price field.

            Salesforce CPQ doesn't create a contracted price under the following circumstances.

            • The product is present in two or more quote lines, where each quote line has a different price or discount schedule.
            • The product exists as an MDQ product with different discount schedules in two or more segments.
             
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