1. Make sure that your account has a contract-based renewal model. If you want your bundle configurations to carry over from the quote you’re amending, make sure PreserveBundle Structure is selected on your account.
2. Click Amend on your contract, or click AmendContract on your opportunity.Both records provide the same amendment workflow. Amending a contract from an opportunity is available for users who don’t have access to the contract object.The Amend Contract page lists all the subscriptions that you can amend from your contract.
3. Review your subscriptions, and then click Amend.Salesforce CPQ creates the following records.An amendment opportunity with a close date equal to your contract’s start date. The amendment opportunity has a name of “Amendment for contract #[your contract ID].”An amendment quote with start and end dates equal to your contract’s start and end dates. This quote contains all the subscriptions and assets from your original quote.
4. An amendment opportunity with a close date equal to your contract’s start date. The amendment opportunity has a name of “Amendment for contract #[your contract ID].”
5. An amendment quote with start and end dates equal to your contract’s start and end dates. This quote contains all the subscriptions and assets from your original quote.
6. Adjust the quantity of the quote lines from your original quote or add new products, and then save your changes.You can amend assets to have a lower quantity only if their related product record has an asset amendment behavior of Allow Refund.Salesforce CPQ calculates product quantity and price on your amendment opportunity based on the difference of the original quote and the amendment quote. The amendment opportunity updates its Amended Contract and Primary Quote fields with links to the contract you amended and your original quote.