Renewing contracts one by one can take a lot of time. But if your contracts end on the same date, you can renew them together in CPQ. This saves effort and makes the process smoother.
Parker Gunnell, a consultant at SOLVD, explains how to do this in a few easy steps.
“CPQ lets you renew contracts together so you don’t have to do them one by one. Just pick the contracts and merge them into one renewal.” – Parker Gunnell, SOLVD Consultant
Let’s say you have two contracts:
If both contracts end at the same time, you can combine them into one renewal.
For example, Parker picks the 12-month contract as the main one.
If one contract was already set to renew, CPQ will warn you that it’s linked to another renewal.
To fix this:
Once you remove the old renewal links:
Now, the renewal includes both Product A and Product B in one contract.
“This process keeps things simple and prevents mistakes from multiple renewals.” – Parker Gunnell, SOLVD Consultant
Renewing multiple contracts at once is the best way to save time and stay organized.
If you need help setting this up in CPQ, contact SOLVD today.
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SOLVD was very straight forward with everything needed to complete the project. No surprises, no issues, and cost was aligned with the estimate. They made implementation easy and quick.
As a rule, I'm pretty stingy with my recommendations. So it's a pleasure for me to recommend Solvd as a top-flight Salesforce consultancy. Solvd recently led our company's conversion to the Lightning interface and did it on time, on budget and made it easy for me and my team. I know I'll use their services again, and am confident they can do the same for you.
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