Skip to main content

Embed Quote Studio page to existing amendment/renewal quote flow

Zuora

Embed Quote Studio page to existing amendment/renewal quote flow

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.

If you want to use the existing amendment or renewal quote flow of CPQ 9 but want to edit products using the Quote Studio page, you can use Quote Wizard to replace the existing Edit Products and Charges page with the Quote Studio page. As such, in the amendment or renewal quotes of CPQ 9, the Quote Studio page is displayed by default for you to edit products. 

Procedure

Take the following steps to embed the Quote Studio page into your existing amendment or renewal quote flow:

  1. In you Salesforce org, navigate to Zuora Config > Quote Wizard Settings.
  2. Select Amend Subscription or Renew Subscription from the Subscription Type dropdown list.
  3. Click Edit.
  4. For Step 3 in the table, select zqu__QuoteStudio from the dropdown list in the Visual Force Page column, and optionally update the Progress Bar Text column.
  5. Click Save.

What to do next

After the Quote Studio page is embedded into the amendment or renewal quote flow, you can create amendment quotes or renewal quotes as described in Create amendment quotes or renewal quotes