The question in the title is one I have been asked on repeat over the last four years. The initial question is always at the object level, a wanting to understand which flavor they should pick: Opportunity --> Quote --> Contract Opportunity --> Quote --> Order --> Contract While some might think the obvious answer … Continue reading Should I use Orders in CPQ?

Recently I was asked whether or not the Contract Date on a non-activated Contract could be changed- specifically the Contract Start Date field. I had been extremely hesitant to say Yes to this change because, in the world of CPQ, dates mean everything, and the Contract Start Date has a lot of power and meaning. … Continue reading The Implications of Changing the Contract Date in CPQ

A question I have heard since the Winter '19 release, where the Subscription Type options for CPQ products were expanded, is what is Evergreen and what is Renewal + Evergreen. In short form, an Evergreen subscription product is a product that never ends, think your Netflix subscription, its monthly and just keeps going until you … Continue reading Evergreen Subscriptions in CPQ

While there is documentation about how dates are set in Salesforce, the documentation can become confusing, if not contradictory when you start looking into the details of which object controls the final dates. Salesforce says that the specificity for the Quote term and dates goes that the most granular level is the ruling level, meaning … Continue reading Quote Dates and Order Dates Relationship

Say you have a product that you sold for $100 last month with a quantity of two, and this month the customer would like to exchange that product for an upgrade (a different product altogether). With Amendments in CPQ, this is not an issue. You can zero out the line and then add the new … Continue reading How to handle zero quantity Orders