Add an Existing Opportunity/Quote pair to an Existing Contract (add Subscription lines) - Answers - Salesforce Trailblazer Community
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Dudley BakerDudley Baker 

Add an Existing Opportunity/Quote pair to an Existing Contract (add Subscription lines)

We have existing Opportunities that we would like to add to existing Contracts.  The only documentation that I can find is how to "Create" an Add-on Opportunity. I want the subscription lines to be added from an _Existing_ Opportunity/Approved Quote pair, not Create a new one.  I tried to use the Create documentation, but it didn't work.  Thanks for any assistance!
Best Answer chosen by Dudley Baker
Dushyant SinghDushyant Singh
Hi Dudley,

If you have your Opportunity and Quote already generated and this new quote has all different products from the existing contract to which you want to attach, you can update your quote and change the quote type to 'Amendment' and populate the Master contract on the quote and then create a contract from Quote/Opportunity, This will add your lines to the same contract as the new subscription.
But here you will have to check/validate the end dates of your quote/quote line and master contract so that they are inline according to your business process like many businesses prefer that amendment subscriptions end at the same time as the original subscriptions etc.

Thanks!

All Answers

TJ DTJ D
Hi Dudley,

Was this opportunity/quote generated by amending an existing contract you are referring? If yes, you should contract your opportunity by checking the Contracted checkbox and saving the opportunity. It will add the subscriptions for the quote lines on a contract. If this was a new quote/opportunity (and not an amended one); CPQ would create a new contract when you contract the quote/opp.
Dudley BakerDudley Baker
TJ D, Hello!  No, that's the problem. We're just Contracting existing deals now. All of these deals including the Upsell Opportunity/Quote pairs were created before there was a Contract to Amend.  Now that I am Contracting the Opportunities, I need to Add the Upsells into the contract. Since all of these were created _Before_ we had Contracts to Amend, my question is How do I add these Subscription Lines to a Contract from an _Existing_ Opportunity that already has an Approved Quote.  (We will amend an existing contract for Upsells going forward, but I don't have any questions about that process.)  Thanks for any assistance!
Dushyant SinghDushyant Singh
Hi Dudley,

If you have your Opportunity and Quote already generated and this new quote has all different products from the existing contract to which you want to attach, you can update your quote and change the quote type to 'Amendment' and populate the Master contract on the quote and then create a contract from Quote/Opportunity, This will add your lines to the same contract as the new subscription.
But here you will have to check/validate the end dates of your quote/quote line and master contract so that they are inline according to your business process like many businesses prefer that amendment subscriptions end at the same time as the original subscriptions etc.

Thanks!
This was selected as the best answer
Dudley BakerDudley Baker
Dushyant, Hello! and Thank You!  I walked through your steps and it worked perfectly!   I didn't know about different Types of Quotes.  Thanks! db