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            Subscription Products in Salesforce CPQ

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            Subscription Products in Salesforce CPQ

            Subscription products are services that run for a set period, such as a year-long support service. Salesforce CPQ automates pricing, prorating, and coterminating subscriptions on contracts and renewals. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: All CPQ Editions

            Subscription products have two pricing types, controlled by the Subscription Pricing field.

            • Fixed Price: This product gets its list price from a price book entry.
            • Percent of Total: This product’s list price is a percentage of the quote, quote line group, or a bundle’s total price.

            The product's Subscription Type field lets you control how Salesforce CPQ handles renewals for your subscription product.

            • Renewable: Salesforce CPQ includes this subscription in renewal quotes.
            • One-Time: Salesforce CPQ won't include this subscription in renewal quotes.
            • Evergreen: This subscription remains active until canceled and can't be renewed.
            • Evergreen/Renewable: Users can define whether this subscription is renewable or evergreen on individual quote lines in the quote line editor. The subscription records created from the quote line inherit the quote line's subscription type.

            Salesforce CPQ determines the length of a subscription by considering the value of the package setting Subscription Term Unit alongside a subscription product’s Subscription Term. For example, you can set a yearly subscription by setting Subscription Term Unit to Month and your product’s Subscription Term to 12. You can also set Subscription Term Unit to Day and your product’s Subscription Term to 365.

            Salesforce CPQ prorates subscription products against a quote’s Subscription Term. For example, a 12-month subscription has its final price halved on a 6-month quote.

            • Subscription Terms
              A product’s subscription term is the default amount of time that a subscription lasts. The CPQ package setting Subscription Term Unit controls whether the term is in months or days, and defaults to months. (Salesforce CPQ Managed Package)
            • Percent of Total Pricing in Salesforce CPQ
              Set a product’s list price as a percentage of its parent quote, quote line group, or bundle total price. This feature is useful if you want to scale a product’s price relative to another group of products or the quote itself. (Salesforce CPQ Managed Package)
            • Evergreen Subscriptions in Salesforce CPQ
              Salesforce CPQ users can create contracts with subscriptions that don't have any end dates and, therefore, don't need to be renewed. This supports an open-ended term of service that allows for customers or providers to cancel or terminate the subscription at any point. Evergreen subscriptions provide the ability to quote, sell, and manage subscriptions products without an end date. (Salesforce CPQ Managed Package)
             
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