Salesforce Certified CPQ Specialist Practice

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What occurs when a Renewal Quote is generated?

It creates a new quote from scratch

It copies subscription products from the original quote into the new quote

When a Renewal Quote is generated, it specifically involves the copying of subscription products from the original quote into the new quote. This functionality is designed to streamline the renewal process by retaining the existing subscription details, such as product configurations and pricing, allowing for a more efficient transition into the renewed period.

The emphasis is on preserving the context of the original agreement while making necessary adjustments for the renewal terms, such as updated pricing or duration. This facilitates continuity in service and helps maintain customer relationships by making the renewal process smoother and less cumbersome.

Other actions like creating a brand-new quote from scratch or archiving the original quote do not align with the primary goal of the renewal process, which is to carry forward relevant subscription details as efficiently as possible. Similarly, deleting all previous quotes associated with the subscription is not a standard practice within the renewal workflow, as historical data can be vital for future references and accountability.

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It archives the original quote

It deletes all previous quotes associated with the subscription

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