Helpful CPQ Tool!

I’ve been using the Cancel and Replace package in Salesforce CPQ, and I really like it! There was an issue with it in my org, so I explored the open-source code and customized it exactly the way I needed. The best part is that it now works perfectly without any issues. This feature is incredibly helpful and makes managing CPQ much easier. I think this functionality should be standard in CPQ for everyone. It’s a real time-saver and makes work much smoother.

Fails to get active Contracts

The app doesn't pull in active Contracts for an Account even though I know there are actually active Contracts, and it's all set up properly, with correct permissions, etc.

I think you should try using their open-source code to fix the issue. I encountered the same issue. After reviewing the package’s open-source code, I was able to identify the problem and implement a fix. Some adjustments were required according to the org, and after that, the package started fetching active Contracts for Accounts correctly. It’s now functioning as expected.

Is this being updated? Does not pull Quote Lines from the Contracts.

I really need this for my us case, but it doesn't appear to work anymore.

This should be part of standard CPQ Functionality

This should be part of standard CPQ Functionality. Since it's a package we've to maintain code separately which is not ideal. Also we had to customized package to meet business need so if managed package is updated customers will have to merge the code which will create other issues.

Amen! Really hope they address these needs differently and natively in the new Revenue Cloud.

Enhanced User Experience for CPQ Contract Extensions!

Thank you Salesforce Labs for releasing this! I've helped implement and provide oversight for hundreds of Salesforce CPQ and Billing projects over the years and the release of this solution is pivotal to the growth of Revenue Cloud. This solution solution helps solve for a very common CPQ contract amendment scenario that usually requires extensive manual work and is highly prone to errors. This solution automates the process which not only reduces errors for downstream billing but also improves the overall end user experience. Installing and setting up the Cancel & Replace package was easy and within 30 minutes of installing I was extending contract end dates. It's also great that the codebase is available to customize and achieve each customer's unique business requirements.

A Common Challenge Solved!

The Cancel and Replace offering is a powerful solution that solves a major challenge facing customers today. Many High Tech organizations are facing this challenge and most of our clients have inquired about how they can take advantage of this solution in their current org. As another reviewer said, the bigger picture here is the ability to automate downstream processing in the back office.

An Improved Experience for Complex Saas Transactions

I am so excited about this release. These capabilities allow for a streamlined UX for Sales to quote complex Saas transactions such as early renewals, simultaneous amendments & contract extensions, and price amendments. Most importantly, this package allows for the automation of downstream processing like billing & rev rec, and calculating the credit for billed but unused service. Really important release!!

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Salesforce CPQ - Cancel and Replace

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