How to Update Pricing on Renewal Quotes

(Doc ID 1999717.1)

Last updated on SEPTEMBER 09, 2017

Applies to:

Oracle BigMachines Express CPQ Cloud Service for Salesforce.com - Version Spring 15 and later
Information in this document applies to any platform.

Goal

If Automatic Renewals are enabled, sales reps may need to update pricing on a previously generated renewal quote. For example, when a renewal quote is automatically created following a closed won deal, the renewal quote’s Line Items will use the same pricing as the original quote. Later, once a renewal is due, the sales rep may want to update the pricing to today’s prices or apply uplift to that original price to capture additional revenue. With this feature:

The Update Pricing button provides the sales rep a quick way to update the quantity and the price of Line Items on a renewal quote and choose the desired pricing.

Solution

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