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Pull Line Groups Into Renewals/Amendments

By MoreCRM, LLC

Line Groups are not pulled into renewals or amendments, now they are!

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Free  

Never requires payment

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Business Need
Quotes & Orders
Requires
Revenue Cloud CPQ
Compatible With
Revenue Cloud CPQ

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-

  • Pull Quote Line Groups into Renewals and Amendments

Highlights

- Automatically pulls Quote Line Groups from the original Quote into Renewals and Amendments. - Configure Special Fields on Contract to control when Line Groups are pulled.

Provider Details

MoreCRM, LLC
Amherst

Pricing Details

Free

You can fully use this solution without payment.

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