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Question 164 - Certified CPQ Specialist discussion
A sales user generated a Renewal Opportunity with Opportunity Products by using the Renewal Forecast checkbox on the Contract. Near the end of the Contract, the sales user navigates to the Renewal Opportunity and uses the New button from the Quotes Related list. The sales user notices the Renewal Quote is missing some of the renewable Products. Preserve bundle structure on the Contract is set to True. What are two ways a sales user should generate an accurate Renewal Quote?
A.
Clone the original Quote and update Quote Type to Renewal.
B.
Clone the original opportunity using the clone with Products button and use the New Quote in the Quote related list.
C.
Create Renewal Quotes using the Renewal Quoted checkbox on the Contract.
D.
Create Renewal Quotes using the Renew Contracts button from the Account's Contract Related list.
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