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Creating a Contract from an Opportunity
Create a contract from an opportunity to manage subscription products that you’ve quoted for your customers. (Salesforce CPQ Managed Package)
Required Editions
| Available in: All Salesforce CPQ Editions |
Salesforce CPQ requires the following objects and settings when you create a contract from an opportunity.
- An opportunity with at least one subscription product
- A primary quote that looks up to your opportunity
- A contract-based renewal method on your opportunity’s account
To contract your opportunity, select Contracted on your opportunity record, and then save your changes. By default, Salesforce CPQ creates a contract for each group of subscription products with matching end dates.
Salesforce CPQ then creates a subscription record for each of your subscription products. These records contain pricing and date values for each of the subscription products you quoted. You can access your subscription records from your contract’s Subscription related list.
- By default, the subscription inherits its start and end dates from the quote line’s start and end dates.
- If the quote line’s dates are null, the subscription inherits its start and end dates from the quote line group’s start and end dates.
- If the quote line group’s dates are null, the subscription record inherits its start and end dates from the quote line’s Effective Start Date value and Effective End Date value.
Subscriptions inherit the values of all other matching quote line fields.
Salesforce CPQ creates assets for your products that have One per Unit or One per Quote Line asset conversion. These records contain pricing values for the nonsubscription products you quoted. You can access your asset records from your account.
Contracting an opportunity locks the original quote lines from further changes. To change those quote lines, sales reps must amend the contract and edit the quote lines on the amendment quote. If the contract is ready for renewal, they can also renew the contract and change the quote lines on the renewal quote.
If a net-new quote line has a quantity of zero, it doesn’t produce a subscription when the opportunity or order is contracted.
- When you contract an opportunity containing a subscription quote line with a zero quantity, Salesforce CPQ creates a zero-quantity subscription record on the contract. But zero-quantity products aren’t supported during amendment or renewal.
- Users with read-only access to subscribed assets can create contracts and subscribed assets through the opportunity and order contracting process. Although this method isn’t a standard security allowance, Salesforce CPQ supports it as a business flow.
- Salesforce CPQ Opportunity Contracting Methods
You can adjust quote fields to control how Salesforce CPQ distributes subscription products on your contracts. (Salesforce CPQ Managed Package) - Contracting Permissions in Salesforce CPQ
Depending on your settings and your company’s internal processes, it can be necessary to customize contracting permissions for your users. (Salesforce CPQ Managed Package)
