Orders, Contracts, Amendments, and Renewals

If you contract from Opportunity, the Terminated Date on the original Order Product doesn't get populated. This happens only when you contract from Order.

In order to generate a Contract in Salesforce, you either select the "Contract" checkbox on the Opportunity record or the "Contract" checkbox on the Order record. Find out more about the underlying implications.

Find out with us how Renewals and Amendments interact within Salesforce CPQ after a Contract is generated.

Learn with us how to set up CPQ to split quotes automatically into multiple orders in case creating one order per quote doesn't meet the company's business requirements.

Find out about the four different ways of generating orders in Salesforce.

Find out how with the help of an out-of-the-box functionality, Salesforce CPQ allows creating amendment quotes and opportunities.

Discover how Creating Contract and Renewal Opportunity with Salesforce CPQ can simplify your quoting process for the sales team, ensuring at the same time more accurate forecasting.