Salesforce Certified CPQ Specialist Practice

What happens when you select the "Contracted" checkbox on a Quote?

1. The Quote is automatically rejected

2. The Quote becomes the basis for a Contract upon being marked Closed/Won

3. The Quote is archived for future reference

4. The Quote is distributed to all sales representatives

The correct answer is: The Quote becomes the basis for a Contract upon being marked Closed/Won

Selecting the "Contracted" checkbox on a Quote plays a crucial role in the sales process within Salesforce CPQ. When this checkbox is marked, it indicates that the Quote has been agreed upon by both the seller and the customer. As a result, marking a Quote as "Contracted" essentially establishes it as the official basis for creating a Contract. When a Quote is subsequently marked as Closed/Won, the system uses the details provided in the Quote to generate a formal Contract. This process ensures that the terms, pricing, and other conditions agreed upon in the Quote are captured accurately in the Contract, making the transition from quoting to contracting seamless and efficient. This systematic approach helps in maintaining consistency in documentation and reduces potential discrepancies in the contract creation process. The other options do not accurately reflect the implications of selecting the "Contracted" checkbox. For example, marking a Quote as contracted does not lead to it being automatically rejected, archived, or distributed among sales representatives, but rather signifies an important step in finalizing the sales agreement.