This video walkthrough of the end user CPQ process shows out of the box standard quote generation and contract generation.
* We explain the difference between 'Renewal Quoted' vs 'Renewal Forecasted'
In order:
1) Talk a little about the Product setup in a CPQ Developer Trailhead Org.
2) Generate a quote
3) Create a contract
4) Forecast the renewal
5) Amend the contract
6) Quote the renewal.
5 сен 2024