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Reassign Orphaned Amendments

By MoreCRM, LLC

Reassigns amendment Quotes and Opps to the new renewed Contract!

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Free  

Never requires payment

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Industries
Horizontal Product
Business Need
Productivity
Customer Service
Quotes & Orders
Requires
Revenue Cloud
Compatible With
Sales Cloud
Revenue Cloud CPQ
Revenue Cloud Billing

This package installs components that will automatically reassign amendment quotes and opportunities to the new contract when a renewal is contracted.

Highlights

- Automatically reassigns amendment quotes and opportunities to the new contract. - Allows for configuration of which opp stages trigger it via a custom setting. - Allows for turning the functionality off and on via a custom setting.

Provider Details

MoreCRM, LLC
Amherst

Pricing Details

Free

You can fully use this solution without payment.

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Pull Line Groups Into Renewals/Amendments
by MoreCRM, LLC
No Ratings
This package includes components that will automatically pull Quote Line Groups into your amendments and renewals. For more information, see the MoreCPQ article: http://morecpq.com/index.php/2020/02/07/salesforce-cpq-pull-quote-line-groups-into-renewals-