Creating a recurring service contract from an opportunity or quote

SECURITY  Manager

NAVIGATION   > CRM > Opportunities > Search > context menu > General > Won Opportunity

NAVIGATION  CRM > Search > Quotes > open a quote > Tools > Create Recurring Service Contract

If a quote contains at least one service, service bundle, or setup fee, you can convert those quote items into a recurring service contract. You can do this either from the Quote page, or when running the Won Opportunity Wizard if

  • the quote associated with the opportunity contains at least one setup fee, service, or service bundle
  • the user has permission to create contracts

To create a recurring service contract from the quote, do the following:

  1. To open the page, use the path(s) in the Security and navigation section above.
  2. Select Create Recurring Service Contract. The New Contract Wizard - Recurring Service will open.

  1. The quote fields will populate the wizard fields as follows:
  • The Quote Name becomes the Contract Name
  • The organization and contact are taken from the quote
  • If you quoted a setup fee, that amount appears in the setup fee field
  1. Enter the Start Date and then an End Date or number of Occurrences. Click Next.
  1. The next page lists the quoted services and bundles .

  1. Update the number of Units and the Price, if needed.

NOTE  If you quoted a discounted price, the discounted price becomes the contract Extended Price.

  1. Complete the wizard.

Refer to Creating a contract.

If you are closing an opportunity that has a primary quote that includes services, you will see a check box on Page 4: Select Actions: Create Recurring Service Contract. If you select this check box, the contract fields will be enabled on the next page.

Refer to Create recurring service contract.