Amend contracts more easily, create larger bundles, delete more lines
in the quote line editor, and track quote calculation statuses.
Preserve Bundle Structure Field Is Required for Amendments
A contract’s Preserve Bundle Structure field must now be selected before users can amend that contract. Previously, if sales reps amended from a contract or its related opportunity while Preserve Bundle Structure was deselected, Salesforce CPQ ignored the configuration of amended bundles and converted them to standalone quote lines on the amendment quote. The result was validation errors, unwanted price changes, and ignored product or price rules on the amendment quote.
Delete Quote Lines Faster
We’ve enhanced the quote line editor so that large deletes, such as deletes of 150 or more quote lines, are completed more quickly.
Manage Quote Calculation Status
New calculation status fields help sales reps make sure that their quotes contain the latest prices from the most recent quote calculation. When the Quote Calculator updates a quote after a user makes changes, sometimes the calculation process is interrupted. Since the calculation didn't complete, quote and quote line prices don’t reflect the most recent changes. Reps can now use calculation status fields to check when a quote was calculated and whether errors occurred. To update an uncalculated quote, they can use a button on the quote detail page instead of using the quote line editor or updating fields that trigger calculation.