Reassign Orphaned Amendments

by MoreCRM, LLCSalesforceFree

Moves amendment quotes and opportunities onto the contract created through a renewal in Revenue Cloud (CPQ).

Facts verified appexchange.salesforce.comAd-free rankings
PRICINGFree
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
Reassign Orphaned Amendments — screenshot from the Salesforce AppExchange listing

What it does

After a renewal is contracted, the package transfers related amendment quotes and opportunities to the resulting contract. Custom settings control whether the behavior runs and which opportunity stages activate it.

Key capabilities

from the Salesforce AppExchange listing

Amendment transfer

Transfers amendment quotes and opportunities to the contract produced by a contracted renewal.

Stage trigger settings

Specifies the opportunity stages that activate the transfer through a custom setting.

Activation control

Provides a custom setting for enabling or disabling the transfer behavior.

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 installs components that will automatically reassign amendment quotes and opportunities to the new contract when a renewal is contracted. It also has a custom setting where you can turn the feature off and on as well as give a list of opportunity stages that trigger the reassignment.»

Official marketplace listing

Publisher
MoreCRM, LLC
Updated on marketplace
Facts verified