Quote and Manage Evergreen Subscriptions

Quote Your Evergreen Products

As a best practice, we recommend creating an order from the quote and creating the contract from the order. Make sure your quote’s Contracting Method field is set to By Subscription End Date.

If your product’s subscription type is Evergreen, then the only available option on the quote line’s subscription type is Evergreen.

To add your evergreen products to the quote lines, select the products and set the Subscription Type picklist values to Evergreen or Renewable depending on the product’s subscription type.

If the Default Subscription Type field on Quote Line is Renewable/Evergreen from the Product2 record, the Subscription Type field on Quote Line defaults to Evergreen. If a sales rep changes the Subscription Type field from Evergreen to Renewable, they have to enter the appropriate subscription term. Otherwise it defaults to 1.

Note

• Users can set the subscription term to null so it inherits the value from the quote. This action forces the effective subscription term to recalculate.
• If your product’s subscription type is Renewable/Evergreen, the quote line’s subscription type defaults to Evergreen. If it is changed to Renewable, the Subscription Term must also be set to null or to the actual subscription length for the quote line to recalculate correctly. (If Subscription Term or End Date are in the Quote Line Editor field set, the calculation happens correctly, and switching from Renewable to Evergreen works as expected.)
• If the product’s Subscription Type field is left null and Subscription Pricing is populated, the product behaves as if it were a renewable subscription.

Evergreen products don't have end dates.

Salesforce CPQ sets an evergreen quote line’s subscription term to 1. This way, based on your subscription term unit package settings, the quote line represents a daily, monthly, or yearly unit price that you can use for forecasting purposes. If you plan to invoice your evergreen subscriptions, remember that Salesforce Billing doesn’t support daily subscription term units.

Manage Evergreen Order Products and Subscriptions

When working with your order products and subscriptions, consider the following.

• Evergreen subscriptions are managed on their own contract. Evergreen and non-evergreen subscriptions can’t be on the same contract.
• Standard renewable contracts have end dates, terms, and an option to renew. However, evergreen contracts don’t have end dates.
• If there are evergreen and non-evergreen subscriptions on the same quote, the contracting method can’t be Single Contract.
• The booking indicator is set to false on the order product so that evergreen order products are excluded from revenue considerations downstream.