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Configure CPQ X

Zuora

Configure CPQ X

This feature is in the Early Adopters phase. We are actively soliciting feedback from a small set of early adopters before releasing as generally available. If you want to have access to the feature, submit a request at Zuora Global Support or contact your Account Executive, and provide the ID of the Salesforce org on which you want to enable CPQ X.

After the CPQ X package is installed, you must complete a sequence of configurations.

To take advantage of the latest features, we recommend that you configure and work with CPQ X in the Salesforce Lightning Experience. The steps are all documented based on the Salesforce Lightning Experience. However, you can still configure and use CPQ X in Salesforce Classic.

What to do next

After CPQ X is set up, you can use CPQ X to create a new quote.