How can you create a quote from an existing asset?
A. Using the Change lo Quote action button
B. From the Quotes tab
C. From the Opportunities tab
D. From the Orders tab
A. Using the Change lo Quote action button
Explanation:
In Salesforce Industries (Vlocity) CPQ, you can generate a quote from an existing asset by:
Navigating to the Asset record.
Clicking the "Change to Quote" action button (or similar, depending on customization).
This auto-populates the new quote with the asset’s product details, enabling:
Renewals (e.g., extending a subscription).
Upgrades/Downgrades (e.g., switching plans).
Why Other Options Are Incorrect?
B. Quotes tab → Used to create new quotes manually, not linked to assets.
C. Opportunities tab → Quotes can be created from opportunities, but this skips the asset-to-quote conversion.
D. Orders tab → Orders are downstream of quotes; no direct asset-to-quote path here.