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Transform offer for contract into existing contract

Former Member
0 Kudos

Hello,

I see in the opportunities for contracts a (new?) option to transform the offer into an existing contract. This option is however greyed. does someone know what conditions must be met so that I can transform an existing offer for contract into an existing contract ?

Thanks

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Answers (1)

Answers (1)

shubhanr
Employee
Employee

Hello Thomas,


In a business upsell scenario, you can create upsell opportunity from an existing contract.
Select an existing contract and click on "Actions" => Create Upsell Opportunity . The contract items are copied into the new upsell opportunity. Create Quote for Contract via Follow-Up option and you can add and change items and the respective reference.
Now, from a quote for contract created from an upsell opportunity, you can update an existing contract. When you choose to update the existing contract, the items from the quote for contract will be added into the existing contract. For more details on Upsell opportunity and updating a existing contract, please refer to the help center documentation "Customer Contracts Quick Guide" and "Sales Quote Processing"

Regards,

Shubha N R

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