This article provides the steps to update default settings for quotes, and the description for each default setting field.
Take the following steps to update default settings:
- In the navigation bar, navigate to Zuora Config > Quote Studio Settings.
- In the left pane, select Default Settings. All default settings of CPQ X are then loaded into the main region.
- Configure default settings based on your business needs. See the Default settings description section below for more information about these default settings.
- Click Save at the top right in the main region to save the configuration.
Default settings description
The following fields are available for default settings.
|Quote||Valid Date||Specify the term of the quote.|
|Subscription||Subscription Type||Select the default subscription term type, Termed or Evergreen. This default setting specifies whether the subscription has a set term (in number of months) until which it expires (Termed), or whether the subscription does not expire (Evergreen).|
|Term Start Date||Specify the start date of the subscription.|
|Initial Term||Specify the initial term of the subscription. It is applicable to only termed subscriptions.|
|Auto-Renew||Switch the toggle to auto renew the subscription. If enabled, a new termed subscription quotes are automatically renewed when the initial term terminates. It is applicable to only termed subscriptions.|
|Renew Term||Specify the renewal term for termed subscriptions. It is applicable to only termed subscriptions.|
|Billing & Payment||Payment Method||Select the default payment method used to pay invoices.|
Specify the currency that you want to use. For example,
|Bill Cycle Day||Specify the day of the month on which to bill your customers. You must also activate the same bill cycle day in Zuora Billing.|
|Billing Batch||Specify the default batch. Batches allows for the grouping of customer accounts, which facilitates separate processing.|
|Bill To Contact Filter||Specify how you want to filter bill-to contacts.|
|Sold To Contact Filter||Specify how you want to filter sold-to contacts.|
|Invoice Separately||Switch the toggle to specify on a per-subscription basis whether the subscription should be invoiced separately.|
|Trigger Dates||Contract Effective Date||Specify the date of the contract that governs the subscription.|
|Service Activation Date||Specify the date on which the services or products within a subscription have been activated and access has been provided to the customer.|
|Customer Acceptance Date||Specify the date on which the services or products within a subscription have been accepted by the customer.|
|Plugins||Default Values Plugin||Enter the name of the custom plugin that implements Default Values Plugin. See Customize default values by implementing Default Values Plugin for more information.|