Working with an implementation team who are configuring our CPQ. Because our Products are *not* subscription-based, they are designing to use Assets.
However, the part that I am confused about is that they are not using Orders. Wouldn't the path be Opportunities => Quotes => Orders => Assets.
Can anyone provide some high-level guidance on this? Thanks!
Q. Is it possible in CPQ to use Orders without Contracts?
A. Yes, you can create orders without contracts.
Q. Creating a Contract record is *not necessary* and we don't want to
A. Yes, it is not necessary. But as per CPQ design it is required on the page layout that you can change.
Q. One solution architect has said that CPQ Orders *require* Contracts.
A. Yes it is required as per CPQ design. But you can change.
Q. Is it possible to create Orders from CPQ Quotes, update the Orders as needed for changes to the Asset configuration, and never build a Contract record?
A. Yes, from Quote as well as opportunity you can create orders. But I think you need to do some manual interventions Or need to introduce some customisations going forward.
Q. Would that be considered a reasonable process?
A. Yes @Wenda McMahan, Not creating contract is normal. Different business uses CPQ differently.
Important: If you want CPQ do not create Contract when you check the Contracted, then you need to configure product correctly. And also you need to set the RENEWAL MODELS as Asset-based.
Doc: https://help.salesforce.com/s/articleView?id=sf.cpq_manage_subs_assets_overview.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.cpq_assets_overview.htm&type=5
Hope this helps.
Thanks,
Naresh Y.
