If enabled, the Quote entry screen will allow simple updates of Quote subscription Details.


  • A New Business Quote will allow entry of the Term and Start Date, and will automatically calculate the End Date when the "Set Dates" button is pressed.
  • An "Add-on" Quote will allow entry of the Start Date, and will automatically pull in the Customer's End Date based on their current Contract. If "Existing Contract" is set to "No" on the Opportunity and you are not co-terming the Opp, it will act like a New Business Opportunity.
  • Renewal Quote subscription details are not updatable from the Quote Entry screen.
  • Utilize the "Full Month Term" calculation to enforce users to always sell a subscription with at least a full month.


New Business:

Old Editor: (Note that you can enter the Term and Start Date only)

New Editor 2021+: you can enter Term and Start, or Term and End Date.


Add-on:

(Note that the Term is greyed out and not editable)




NOTE: To configure different subscription Start Dates and Terms on the Quote Entry Page, make sure your admin has enabled the Quote Subscription Details option in setup