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Pull Line Groups Into Renewals/Amendments

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

Overview

  • - 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.

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-and-amendments/

Categories

Business Needs
Quotes & Orders
Personas
Administrator
Architect
Consultant
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile

More from MoreCRM, LLC

  • by MoreCRM, LLC
    No Ratings
    This package installs components that will automatically reassign amendment quotes and opportunities to the new contract when a renewal is contracted.