Use a Single Renewal Quote for All of an Account's Subscriptions
- Go to an account.
- Click New Opportunity.
- Enter the opportunity details. Select the Renewal option, and then save the opportunity.
- From the new opportunity, click New Quote.
- Enter the quote details. Set the Type field to Renewal, and then save the quote.The quote line editor opens automatically.
- In the quote line editor, select Renew Subscriptionsfrom the Add Products dropdown list.
- On the Subscription Selection page, choose the subscriptions you want to renew, and then click Select.Salesforce CPQ creates a renewal quote containing all the subscriptions you selected.