I'm having a hard time imagining how we might be able to create something with our existing org that could support our needs. The native Quote object is pretty rudimentary, and I see no sensible way to even bring products over from opportunity to contract (which we intend to start using). In short, I don't see a solution that could be easily created from the off-the-shelf objects in Salesforce.
Does anyone have thoughts on this? Thanks in advance for any insights you could provide.
2 answers
You could create your own set of objects and automations to support subscriptions, amendments, renewals, etc., but it would be a very large project. And definitely not one I would recommend. There are so many scenarios to consider, pricing considerations, proration, etc.
Native quotes don't support your use case, which was a big driver for Salesforce acquiring CPQ (Steelbrick). CPQ supports all of those use cases, so that's the route I would recommend. But CPQ licenses are expensive, so I understand that being a deciding factor.
