How to Create a Quote- Recontract
Creating a Quote Once you’ve completed a Recontract Opportunity in Salesforce, copy the Opportunity ID and click Launch EQ
In EQ, click Salesforce Quote. Then paste your opportunity ID into the pop up and click Create
Click Quote Change at the top of your quote
Next, check the box next to the contract number with the Active status Click Recontract at the bottom Add your products using the same steps for a new sale. Only add products that they are keeping on the contract For each product, select the Recontract type as the first prompt If your recontract products are no change, you will not need to fill out any further information, just click through the prompts
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