Universal Containers wants to quote a product that will persist until the customer cancels the subscription.
How should the admin set up this product so all downstream processes create perpetual subscriptions?

Question

Universal Containers wants to quote a product that will persist until the customer cancels the subscription.

How should the admin set up this product so all downstream processes create perpetual subscriptions?

asdf asdf · Accepted Answer

Price Rule should put the value Evergreen into the Subscription Type field on each of that Product's Quote Lines.

asdf asdf · Answer

The admin should uncheck the Auto-calculate contract end date setting to prevent contracts from expiring.

asdf asdf · Answer

The sales rep should create a Quote without an end date or a subscription term associated with it.

asdf asdf · Answer

The value Evergreen should be put into the Subscription Type field on the Product.

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