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Configure Quote Studio admin settings

Zuora

Configure Quote Studio admin settings

Navigate to Zuora Config > Quote Studio Settings > Admin Config, then you can configure the advanced settings for Quote Studio.

The configuration on this page should be completed by system administrators.

Admin setting Description
Show CPQX Button In Edit Products

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

If you switch the Show CPQX Button In Edit Products toggle to Active, the Check Out CPQ X button is displayed on the existing Edit Products and Charges page of Zuora Quotes and the Quote Detail page. It allows users to switch to Quote Studio from the existing quote flow or the quote details page.

See Switch to Quote Studio from Edit Products and Charges page of Zuora Quotes for more information.

Rules Engine for Quote Studio

Rules defined through the rules engine are not inherently supported in CPQ X for scenarios where multiple segments exist in a charge. Such scenarios include ramp deals and future dated actions.

By default, if the rules engine is enabled for Zuora Quotes, rules can work in Zuora Quotes but cannot be used in CPQ X. To allow the rules to be used on the Quote Studio page, you must enable the Rules Engine for Quote Studio setting.

Navigate to Quote Studio After Select Products

To allow users to configure product pricing in Quote Studio right after selecting products from the Zuora Quotes guided selling pages, you can enable the Navigate to Quote Studio After Select Products setting.

See Combine guided selling with Quote Studio for more information.

Enable OLI Creation in Quote Studio

In addition to the subscription business model, CPQ X also allows you to launch non-subscription and unified monetization business models, which can be sent to Zuora for future processing. After quote line items are sent to Zuora, they are converted to order line items.

CPQ X provides the following options for users to create quote line items:

  • Create quote line items for existing one-time product rate plan charges. 
  • Create ad hoc quote line items from scratch. See the Allow ad hoc OLI creation setting to learn more.

With the Enable OLI Creation in Quote Studio setting enabled, a new Non-Subscription Items section is displayed on the Quote Studio page. In this section, users can search and browse existing one-time charges, and create quote line items for these charges.

Allow ad hoc OLI creation

This setting becomes available for configuration only if the Enable OLI Creation in Quote Studio setting is enabled.

Switch the Allow ad hoc OLI creation toggle to Active if you want to allow for creating ad hoc quote line items from scratch. With this setting enabled, the New Quote Line Items button is displayed, which allows users to create new quote line items.

See create quote line items for more information.

Enable Preview On Demand

If you enable the Enable Preview On Demand setting, a new button named Preview Metrics will be displayed on the Quote Studio page. Users can click this button to preview quote metrics after they have made all changes to the quote, and the button is disabled until later changes are made. It ensures that the Preview an order API is called only when needed and minimizes the number of API calls.

See Configure information on Quote Studio page for more information.