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Manage Your Quotes with CPQ
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            Combine Subscriptions on Renewal Quotes

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            Combine Subscriptions on Renewal Quotes

            Configure your contract to combine subscriptions for the same product onto a single renewal quote line, as long as the subscriptions have matching end dates. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: Salesforce CPQ Summer ’15 and later
            1. Add the Combine Subscription Quantities field to your contract page layout.
            2. Create an add-on opportunity on your account.
            3. On the Existing Contracts page, select the contract that you want your add-on opportunity to coterminate with.
            4. Create a quote for your add-on opportunity and add at least one of a subscription product that exists on the contract you picked for cotermination.
            5. On your add-on opportunity, click Contracted.
            6. Return to your contract and select Combine Subscription Quantities.
            7. Select Renewal Forecast and Renewal Quoted.
            8. Find your renewal opportunity and open its quote.
              Salesforce CPQ combined subscriptions with matching end dates for the same product into one quote line. For example, if your contract contained 8 MDM subscriptions and your add-on opportunity contained 2 MDM subscriptions, the renewal quote contains one MDM subscription quote line with a quantity of 10.

            When you’re combining matching subscriptions, consider the following guidelines.

            • When you select Combine Subscription Quantities on the contract, subscriptions roll up on legacy amendment quotes only, not on large-scale amendment quotes.
            • Salesforce CPQ doesn’t preserve bundle structure when Combine Subscription Quantities is active and the same subscription product exists within multiple bundle levels.
            • We recommend that users don’t combine differently priced subscriptions of the same product while using Same or Uplift renewal pricing methods. On renewal, Salesforce CPQ ignores the individual pricing and uplift of each subscription and instead uses the first subscription’s pricing and uplift. For example, combining 4 subscriptions’ renewal price of 15% and 6 subscriptions’ renewal price of 20%, Salesforce CPQ applies a renewal price of 15% for all 10 renewed subscriptions.
             
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