Combine Subscriptions on Renewal Quotes
- Add the Combine Subscription Quantities field to your contract page layout.
- Create an add-on opportunity on your account.
- On the Existing Contracts page, select the contract that you want your add-on opportunity to coterminate with.
- Create a quote for your add-on opportunity and add at least one of a subscription product that exists on the contract you picked for cotermination.
- On your add-on opportunity, click Contracted.
- Return to your contract and select Combine Subscription Quantities.
- Select Renewal Forecast and Renewal Quoted.
- Find your renewal opportunity and open its quote.Salesforce CPQ combined subscriptions with matching end dates for the same product into one quote line. For example, if your contract contained 8 MDM subscriptions and your add-on opportunity contained 2 MDM subscriptions, the renewal quote contains one MDM subscription quote line with a quantity of 10.