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Salesforce CPQ

Cancel and Replace

By Salesforce Labs

Rating
3.7
Reviews
7
Pricing
Free
Listed since
2020

About Salesforce CPQ

Complex Amendment & Renewal Framework

A commonly requested use case is the ability to combine multiple contracts onto into a single contract and EXTEND that contract beyond the original term. From a functionality perspective, this is known as *Cancel & Replace*, as the original contracts are cancelled with negative orders and a new quote is created for the customer going forward.

The Cancel & Replace framework is designed to provide a *pattern* for advanced contract manipulation via customization. The package is designed to work with customers that have implemented or wish to implement billing which requires a fairly verbose transaction (multiple quotes) in order to reflect changes downstream.

While you may choose to install the managed package from the app exchange, the full codebase is available here https://github.com/rjhalvorson/cancelAndReplace for you to deploy and customize.

Highlights

  • The Cancel & Replace framework is designed to provide a pattern for advanced contract manipulation via customization.
  • The package is designed to work with customers that have implemented or wish to implement billing which requires a fairly verbose transaction (multiple quotes) in order to reflect changes downstream.
  • While you may choose to install the managed package from the app exchange, the full codebase will be released as open source software available on Github.

Screenshots

Contract Selection

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Contract Selection

Pricing

Free.

Compatibility

Salesforce editions
  • Enterprise
  • Unlimited
  • Developer
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on November 5, 2020
Languages
  • English