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The Salesforce CPQ Implementation Handbook

You're reading from   The Salesforce CPQ Implementation Handbook Configure Salesforce CPQ products to close more deals and generate higher revenue for your business

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Product type Paperback
Published in Apr 2022
Publisher Packt
ISBN-13 9781801077422
Length 316 pages
Edition 1st Edition
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Author (1):
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Madhu Ramanujan Madhu Ramanujan
Author Profile Icon Madhu Ramanujan
Madhu Ramanujan
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Toc

Table of Contents (17) Chapters Close

Preface 1. Section 1: Getting Started with Salesforce CPQ Implementation
2. Chapter 1: Getting Started with Salesforce CPQ Implementation FREE CHAPTER 3. Chapter 2: Configuring Opportunities and Quotes 4. Chapter 3: Configuring CPQ Products 5. Chapter 4: Configuring CPQ Pricing 6. Chapter 5: Generating and Configuring Quote Templates 7. Section 2: The Next Stage of the CPQ Journey
8. Chapter 6: Configuring Guided Selling 9. Chapter 7: Creating Contracts, Amendments, and Renewals 10. Chapter 8: Configuring CPQ Package Settings 11. Section 3: Advancing with Salesforce CPQ
12. Chapter 9: The CPQ Data Model and Migration Concepts 13. Chapter 10: Salesforce Billing 14. Chapter 11: Understanding Industries CPQ 15. Chapter 12: CPQ Implementation Best Practices 16. Other Books You May Enjoy

Amending MDQ products

In Chapter 4, Configuring CPQ Pricing, we learned how to create an MDQ quote. We also saw that CPQ creates a separate quote line for each segment. When you add an MDQ product and standard product to the same quote, they are separated in the QLE. CPQ allows a rep to make changes to the segmented product using the quote lines drawer. Products can be segmented either monthly, quarterly, or yearly or by a custom term. For products with custom segments, a rep can create the segment start date and end dates in the QLE.

A few considerations about MDQ quoting, contracts, and amendments are as follows:

  • The quote start date is mandatory to calculate the MDQ quote line prices.
  • MDQ products support daily, monthly, yearly, and quarterly based subscription term units.
  • MDQ products cannot be parent bundles and you cannot have product options associated with them.
  • The standard bundle parent can contain MDQ child options. When you add this bundle to a quote...
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