Salesforce Reference Guide Version 6.3

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Recontract Opportunities

Product Price Change- If your product is increasing OR decreasing price, choose this in your Recontract type by clicking Change Options under Actions. Next, click pricing and change the price as needed. Click Finish.

Adding Products- Click Add Items. Select your products and select Add New for Recontract Type. Fill out all the prompts as they appear. Click Finish when done. Click your Quote number in the top right to return to your quote screen.

Add On Pandadoc (NOAM and AUS only)- When your quote is done, you will click print to create your pandadoc as normal. Next, select ScentAir NOAM Standard Agreements and click General

Addendum. If there are any other changes made to this agreement, you will not use the General Addendum.

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