Here is the standard way to renew a single contract from its record in Salesforce CPQ, using a contract-based renewal model. The account must be set up for contract-based renewals first.
- Open the Contract record
Find the active Contract created from the original Closed/Won, Contracted opportunity. Confirm its end date and renewal term are correct, because the renewal quote derives its dates from those fields.
- Check Renewal Forecast
Select the Renewal Forecast field on the Contract and save. CPQ creates a renewal opportunity on the account with a close date equal to the contract end date, so the renewal shows in your pipeline early.
- Check Renewal Quoted
Select the Renewal Quoted field and save. CPQ generates a renewal quote tied to that opportunity, carrying forward all subscription products and subscribed assets from the quote you renewed.
- Confirm pricing, then edit and finalize
Verify the account's Renewal Pricing Method (Same, List, or Uplift) priced the lines as expected, then adjust quantities, add or remove products, and take the renewal quote through approval and signature.
Contract checkbox that creates the renewal opportunity for pipeline forecasting; check it well before expiration.
Contract checkbox that generates the renewal quote and links it to the renewal opportunity.
Account field set to Same, List, or Uplift to control how renewed subscription line prices are calculated.
Percentage on the Subscription or Contract (SBQQ__RenewalUpliftRate__c) used when the method is Uplift; the Subscription value overrides the Contract value.
- The renewal quote start date is one day after the opportunity close date, which equals the contract end date, so wrong contract dates produce wrong renewal dates.
- Checking Renewal Quoted without Renewal Forecast still works, but you lose the early pipeline view that renewal managers rely on.
- If both the Subscription and the Contract have a Renewal Uplift value, the Subscription wins, so a stray subscription-level uplift can silently override your contract default.
- Manual checkbox renewals do not scale; for large contract volumes use scheduled Apex or the Large-Scale Amendment and Renewal Service so renewals are not missed.