Automatically Create Contracted Prices
- From a quote, select a value for the Generate Contracted Price field.Price: The contracted price has a price field equal to the net unit total for this product’s quote line. All future quote lines for this product on this account use this price as their initial price.Discount Schedule: The contracted price doesn’t provide a value for the Price field. Instead, the contracted price record inherits the quote line’s discount schedule. All future quote lines for this product on this account receive prices based on this discount schedule.Do Not Generate: Salesforce CPQ doesn’t create a contracted price for this product.
- Price: The contracted price has a price field equal to the net unit total for this product’s quote line. All future quote lines for this product on this account use this price as their initial price.
- Discount Schedule: The contracted price doesn’t provide a value for the Price field. Instead, the contracted price record inherits the quote line’s discount schedule. All future quote lines for this product on this account receive prices based on this discount schedule.
- Do Not Generate: Salesforce CPQ doesn’t create a contracted price for this product.
- Save your quote record.When you contract your quote, Salesforce CPQ creates a Contracted Price record in your account for every product on your quote. The contracted price is based on the value in the Generate Contracted Price field. If your product contains multiple currencies, Salesforce CPQ creates a contracted price record for each currency.