Update Quote

Quote a change to a subscription the customer already has.

The Update Quote flow produces a quote for a change to a subscription the customer already has. It starts from an Opportunity and creates a Limio_Quote__c record with Subscription_Id__c set to the Limio subscription being changed.

To quote a brand-new subscription instead, see New Quote.

LFS version: requires Limio for Salesforce v14.25 or later Individual features note their own version requirements.

Create the quote

1. Open the Opportunity.
2. Click Generate Limio Quote.
3. On the Select Quote type screen, choose Create a quote to update an existing subscription.
4. Pick the subscription from the customer's subscription table.
5. On Update Subscription Offers, change the offer, add-ons and quantities, and confirm the Bill To and Sold To contacts.
6. Click Next, then follow the link to the new Limio Quote record.

Work with the quote record

When you open a Limio Quote record:

Main area (left) — displays the Cart Items for the change. A CSR can edit the discount, price and quantity before sending the link. Below the items is a single Update link with a copy button.

Order Start Date is the date the change takes effect: today for an upgrade, and the subscription end date for a downgrade. A CSR can change it where the date picker allows it.

The Limio API behind these links is documented in Checkout and Baskets. To generate links programmatically instead of from the UI, see Generate checkout and preview links from Apex.

Update link properties

The Limio Update Checkout component builds the link. Set these properties to match your shop.

Property	Default	Purpose
Update page tag	update	The shop path for the update link. Change it when your update page is not at /update.
Input: Custom fields	—	A JSON object of custom fields to add to the order.
Input: Record Ids to add to the order tracking object	—	A JSON object of the Salesforce record ids to add to the order.

Unlike the acquisition link, the update link does not add record ids automatically. Add the quote, opportunity, contact, account and user ids in Input: Record Ids to add to the order tracking object.

To set the effective date, use Selected order effective start date. Do not use the deprecated Effective Start Date property. If no date is set, the change takes effect when the link is generated.

Next

• Override a price manually before sending the quote
• Edit the quote if the customer asks for changes
• Route it for approval
• Track its status through to Closed Won