Pull Line Groups Into Renewals/Amendments

by MoreCRM, LLCSalesforceFree

Transfers grouped quote lines into renewal and amendment records in Revenue Cloud (CPQ).

Facts verified appexchange.salesforce.comAd-free rankings
PRICINGFree
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE

What it does

The package transfers Quote Line Groups from an earlier Quote into amendments and renewals. Special Contract fields determine when the transfer occurs.

Key capabilities

from the Salesforce AppExchange listing

Quote Group Transfer

Moves Quote Line Groups associated with an earlier Quote into amendment and renewal records.

Contract Field Controls

Uses configurable Special Fields on Contract to determine when groups are transferred.

In the catalog

108 plugins in Revenue Cloud (CPQ) · Sales

Price distribution: 18 free, 16 freemium, 74 paid

Pricing & deployment

Platform
Salesforce
Product
Revenue Cloud (CPQ)
Deployment
Cloud
Pricing
Free

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What the vendor says

«This package includes components that will automatically pull Quote Line Groups into your amendments and renewals. For more information, see the MoreCPQ article: http://morecpq.com/index.php/2020/02/07/salesforce-cpq-pull-quote-line-groups-into-renewals-and-amendments/ - Automatically pulls Quote Line Groups from the …»

Official marketplace listing

Publisher
MoreCRM, LLC
Updated on marketplace
Facts verified