Contracts overview
Contracts are used to manage subscription products that you have sold to your customers. In Salesforce CPQ, once a deal is completed and an opportunity is marked as Closed Won, a contract can be created.
In this section, we will learn how CPQ creates a contract. We can use the out-of-the-box Contracted checkbox field on opportunities or orders to initiate the contracting process, which will automatically create a contract record. Contracts can be created from either opportunities or orders. Generating contracts from orders is most common because then subscriptions and assets are related to order products and not just opportunity products. If Salesforce Billing is in play, orders must be created and all contracts must be generated from orders. This ensures amendments and renewals are billed correctly to the customer.
When Allow Multiple Orders is set to True in the CPQ package setting, CPQ can create multiple orders to a single quote. Orders can be split by...