Source Object Considerations
If you are using Salesforce CPQ, you will usually need to decide whether to use the Opportunity object or the Quote object as the source object. Other source objects, such as Account, can also be used, but most use cases will likely be rooted on either the Opportunity or the Quote.
If you wish to allow your reps to generate multiple workflows with different quotes on each contract workflow, use the Quote as the source object. In this approach, your reps and associated teams will need to keep track of which workflow they are negotiating contracts on. For example, if each workflow generates a different quote with separate legal terms, you will have to ensure your legal terms are up to date on the workflow that moves forward to signature.
If you have standardized your contract review process to only use the latest quote or a primary quote, you can use the opportunity as your source object. You can also take advantage of Ironclad’s automated data sync to sync the relevant quote to Ironclad if your rep decides to use a different quote after starting the workflow; if the sales rep creates a new quote or designates a different quote as the primary quote, the automated sync can be configured to update Ironclad’s data based on the relevant quote. To work off of the latest quote, reference the Quote object and apply the Created Last filter.
To work off of the primary quote, reference the Primary Quote object.
Quote Line Groups
Quote Line Groups allows Salesforce users to add their quote line items in logical groupings to (1) apply pricing rules, such as discounts and % of total calculations, to the quote line group’s products instead of the entire quote and (2) create a nested presentation.
At this time, Ironclad must map fields at the quote line item level; this process will ignore and flatten the grouping. In Ironclad, we recommend applying a filter to the quote line item mappings if you need to separate products into logical groupings when they are transferred to Ironclad.