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Create amendment quotes or renewal quotes

Zuora

Create amendment quotes or renewal quotes

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.

The Quote Studio page provides several advanced features, which allows you to easily customize the quoting flow and optimize user experiences.

To create an amendment or renewal subscription quote with the Quote Studio page, you can leverage one of the following approaches:

Create amendment quotes or renewal quotes using New Quote (New) button

Prerequisites

  • The New Quote (New) button has been added to the Opportunity Detail or Account Detail page. See Configure Opportunity, Account, and Quote page layouts for more information.
  • Ensure that you are on a Zuora Quotes version later than 9.42.
  • Ensure that the Zuora 360 package is set up in your Salesforce org. It is a requirement to create amendment or renewal quotes through the New Quote (New) button.

Procedure

Take the following steps to create an amendment or renewal quote using the New Quote (New) button:

  1. In your Salesforce org, navigate to the Account Detail page of an account or the Opportunity Detail page of an opportunity.
  2. Click the New Quote (New) button. 
  3. In the area of Step 1: Select a Billing Account, select a billing account from the table. After a billing account is selected, all subscriptions associated with this account are displayed in the Step 2: Select a Subscription area.
  4. Hover over the subscription you want to amend or renew in the area of Step 2: Select a Subscription. The Amend icon_amend  and Renew icon_renew  icons are displayed.
  5. Click the Amend icon_amend or Renew icon_renew icon. The system will fetch subscription products from Zuora in the background, and load products to the amendment or renewal quote once the process is complete.
    When you amend or renew a subscription, the value of the Quote Name field is automatically generated based on the following rule:
    • For amendment quotes, the generated name is in the format of Amendment Quote for followed by the subscription name.
    • For renewal quotes, the name is in the format of Renewal Quote for followed by the subscription name.
    We recommend that you change the quote name when the amendment or renewal quote is loaded on the Quote Studio page.
  6. Configure quote information and submit the configuration upon completion. See Configure quote information on Quote Studio page for instructions.

Edit quote directly using Edit Quote (New) button

You can add the Edit Quote (New) button to Quote layouts, then click this button on the Quote Detail page of an existing quote to enter the Quote Studio page.

Prerequisites

  • Ensure that the new subscription quote you want to amend or renew has been created.
  • Ensure that the Edit Quote (New) button has been added to the Quote Detail page. See Add the Edit Quote (New) button to Quote layouts for detailed instructions.

Procedure

Take the following steps to create an amendment or renewal quote:

  1. Click the Quotes tab.
  2. Find the quote you want to amend and click the quote name to enter the Quote Detail page.
  3. Click the Edit Quote (New) button. The Quote Studio page is then displayed.
  4. Configure quote information and submit the configuration upon completion. See Configure quote information on Quote Studio page for instructions.

Replace the existing Edit Products and Charges page with Quote Studio

You can replace the existing Edit Products and Charges page of CPQ 9 with the Quote Studio page, which allows you to use Quote Studio together with the existing Amendment/Renewal Quote Flow.

Prerequisites

Procedure

Take the following steps to create an amendment or renewal quote:

  1. Enter the Opportunity Detail page of an opportunity, the Account Detail page of an account, or the Quotes tab.
  2. Click the New Quote button. The Select Billing Account and Quote Type page opens.
  3. Select the billing account and quote type.
    1. If you create from the Quotes tab, click , find the account that is associated with the subscription you want to amend, and click the account name. The key information of the billing account is then automatically populated under the Billing Account list. 
    2. In the Quote Type list:
      • Select Amend an existing subscription to create an amendment quote.
      • Select Renew an existing subscription to create a renewal quote.
    3. Select the subscription that you want to amend or renew from the table under the Quote Type list.
    4. Click Next.
  4. Configure the Provide Quote, Account and Subscription Term Details page.
    1. In the Quote Details section, specify the Quote NameAmendment Name, and Valid Until fields, and other optional fields as needed.
    2. If you want to create an amendment quote, in the Subscription Terms and Conditions section, specify the Start Date, Initial Term, and Renewal Term fields, and other optional fields as needed.
    3. If you want to create a renewal quote, in the Subscription Terms and Conditions section, specify the Renewal Setting and Renewal Term fields, and other optional fields as needed.
    4. Click Next. The Quote Studio page opens.
  5. On the Quote Studio page, review the quote information, edit products and charges, and submit the configuration upon completion. See Configure quote information on Quote Studio page for instructions.

Switch to Quote Studio from Edit Products and Charges page of CPQ 9

To minimize the adoption friction, we offer you an option to switch to the Quote Studio page to edit products from the existing Edit Products and Charges page of CPQ 9. 

Prerequisites

Ensure that the Check Out CPQ X button is enabled. See Enable Check Out CPQ X button for existing quote flow for more information.

Procedure

Take the following steps to create an amendment quote or a renewal quote:

  1. Enter the Opportunity Detail page of an opportunity, the Account Detail page of an account, or the Quotes tab.
  2. Click the New Quote button. The Select Billing Account and Quote Type page opens.
  3. Select the billing account and quote type.
    1. If you create from the Quotes tab, click , find the account that is associated with the subscription you want to amend, and click the account name. The key information of the billing account is then automatically populated under the Billing Account list. 
    2. In the Quote Type list:
      • Select Amend an existing subscription to create an amendment quote.
      • Select Renew an existing subscription to create a renewal quote.
    3. Select the subscription that you want to amend or renew from the table under the Quote Type list.
    4. Click Next.
  4. Configure the Provide Quote, Account and Subscription Term Details page.
    1. In the Quote Details section, specify the Quote NameAmendment Name, and Valid Until fields, and other optional fields as needed.
    2. If you want to create an amendment quote, in the Subscription Terms and Conditions section, specify the Start Date, Initial Term, and Renewal Term fields, and other optional fields as needed.
    3. If you want to create a renewal quote, in the Subscription Terms and Conditions section, specify the Renewal Setting and Renewal Term fields, and other optional fields as needed.
    4. Click Next
  5. Add products and rate plans on the Edit Product and Charges page:
    1. Click the Select button.
    2. Click Add Base Products and optionally select the products and rate plans you want to add to the quote.
    3. Click Next and optionally select the add-on products and rate plans you want to add to the quote.
    4. Click Next. Then you can review the selected products and make updates to products as needed.
  6. Click the Check Out CPQ X button to switch to the Quote Studio page. Note that all configuration in the previous steps is automatically synced to the Quote Studio page.
  7. On the Quote Studio page, review the quote information, edit products and charges, and submit the configuration upon completion. See Configure quote information on Quote Studio page for instructions.
    Note: You can also click the Back button on the Quote Studio page to switch back to the existing Edit Products and Charges page of CPQ 9.

Results  

After an amendment or renewal quote is submitted, the Quote Detail page is displayed. You can view or edit the quote details on this page.

If you have enabled the Check Out CPQ X button that is displayed at the bottom of this page, you can also click this button to edit products using Quote Studio.