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CPQ Amendments- Upsell / Add On

Sam Gunter Updated by Sam Gunter

Purpose

The purpose of this article is to provide an overview of Salesforce CPQ Amendments functionality to process an upsell or add on sale.

An Amendment is used in CPQ to change or modify any of the products, dates, or pricing in an active customer contract.

After the desired modifications are made and saved, CPQ will create a new Amendment Quote document and an amended Opportunity record that reflects the changes to the original contract. The CPQ pricing engine recalculates the pricing and applies any specified discounts or prorations due to date changes.

Intended Audience

  • Customer Service Managers (CSRs)

Notes

  • The user should be logged into Salesforce to perform this process.
  • The Google Chrome browser must be used.

How To Create An Upsell / Add-On Amendment

  1. Open the Account record.
  2. Click on the Subs & Contracts tab. Click on the Contract Number.
  3. From the action buttons on the record, Click the Amend button
  4. Here you see a preview of all subscriptions related to the contract. If you change your mind or open the wrong contract, just click Cancel. Salesforce CPQ hasn’t really created or modified any records at this point.
  5. From the preview screen, click the Amend button again.
    Now CPQ creates a quote that has the existing subscription products added as quote lines. Note that these are all total zero and will not be renewed unless you edit the dates.
  6. Check the start and end dates to ensure they are correct.
  7. Click Add Products

In this step, you will add any net-new or add-on products needed.

There may be a second duplicated quote box, simply ignore it and do not delete it.
  1. Click inside the desired group to display the available class products
  2. Select the desired product(s) to be added by checking the box next to the product name
  3. Click Select
  4. The new product(s) are added to the quote. The Quote Total is updated to reflect the pricing for the added product(s)
  5. Click Save
When CPQ creates an amendment quote, it also creates an amendment opportunity. When you save the quote, CPQ synchronizes the opportunity products to reflect the new prices.

Previewing Your Amendment Document

  1. In the Quote document, click the Generate Document button
  2. To preview the Amendment quote follow the steps below:
  • Select the desired document template
  • Adjust the document name if desired (can be seen by the customer)
  • Click the Preview button
A preview of the amendment quote is displayed. This document can be saved as a PDF and emailed to the customer just like any other quote. Note that the new quote only contains a price for the new product(s) that you added.

Saving and Viewing Your Amendment PDF Document

To save the quote as a PDF, follow the steps below:

  1. Click the Download icon to save the PDF to a folder where it can be accessed to attach to an Email if needed

Opportunity Hygiene

When looking at the opportunity that the amendment has created, be sure that the Type is selected as "Add-On or Upsell".

How did we do?

CPQ Amendments- Product Swaps

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