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Enable Check Out CPQ X button

Zuora

Enable Check Out CPQ X button

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.

To minimize the adoption friction, the Quote Studio page can be also used to edit products in the existing quote flow in CPQ 9.

To have the option to switch to Quote Studio from the existing quote flow or the Quote Detail page, you must enable the Check Out CPQ X button. After this button is enabled, it can be displayed on the existing Edit Products and Charges page of CPQ 9 and the Quote Detail page.

Take the following steps to enabled the Check Out CPQ X button:

  1. In your Salesforce org, navigate to Zuora Config > Quote Studio Settings.
  2. Click Admin Config in the left pane.
  3. Switch the Show CPQX Button In Edit Products toggle to Active.
  4. Click Save