Skip to main content

Zuora Quotes Version 10 Release Notes

Zuora

Zuora Quotes Version 10 Release Notes

These release notes provide a summary of new features, enhancements, and resolved issues in the Zuora Quotes Version 10 releases. Version 10.0 is the major release, on which all the 10.X releases are based. 

CPQ X is available to all customers since Zuora Quotes version 10.0. To learn more about CPQ X, see CPQ X.

To see previous release notes, go to Previous Zuora CPQ Releases.

Release 10.6 (Release Date: 2022-05-16) 

The 10.6 release includes the following enhancements and resolved issues.

Enhancements to Quick Filters

As of version 10.5, when you create a Quick Filter, if you select Field in the Filter Logic Section, you must use the actual field-object name.

In Version 10.6, we removed the manual process of typing the actual field-object name. Now, if you select Field in the Filter Logic Section, you will have a lookup available for the field that can be used to refer to the field name you want to set field mapping for the filters. The lookup contains custom fields for any further customization in filters.

New Configuration Option to enable or disable editing access of product listed in the Product I-Frame on the Quote Detail page

In Quotes 10.6, we introduced a new configuration option Disable Edit Product in Quote Detail under Quote Configuration Settings on the Zuora Config tab page. This option is introduced for toggling between enabling and disabling the editing access of product details on the Quote Detail page.

To configure this setting:

  1. In Zuora Quotes, click the Zuora Config tab.
  2. On the Zuora Quotes Configuration Setting page, click Quote Configuration Settings.
  3. Click Edit Settings.
  4. Enable or Disable the Disable Edit Product in Quote Detail setting.
  5. Click Save.

See Quote configuration settings for more information.

Hiding One-time Charges on Amendment/Renewal Quote extended to CPQ X

We have extended the capability of Hide Original One-Time Charges setting to CPQ X. With this option you can now choose to hide or show existing one-time charges on amendment/renewal quotes in CPQ X

To configure this setting:

  1. In Zuora Quotes, click the Zuora Config tab.
  2. On the Zuora Quotes Configuration Setting page, click Quote Configuration Settings.
  3. Click Edit Settings.
  4. Enable or Disable the Hide Original One-Time Charges setting.
  5. Click Save.

See Quote configuration settings for more information.

Entity/Use Code added to Quote object

In Quotes version 10.6, we have added Entity/Use Code field to the Quote object.

Now, when you create a quote for a new billing account with tax exempted, you can specify an Entity/Use Code to apply for exemptions when using any external Tax Engine from CPQ. This field is supported in both Orders and Non-orders flow and respects the Field Level Security.

New custom object added to Quote Interval metrics fields

We have added a new custom object called Quote Ramp Interval to improve the usability of Quote Interval metrics.

Now the Quote Templates include the Quote Ramp Interval information. To see interval-level metrics in Quote Studio, you should enable the Enable Ramp Metrics. As a system administrator, you can now add custom quote interval metrics to be displayed in Quote Studio. 

Object name: Quote Ramp Interval (zqu__QuoteRampInterval__c)

The following interval metrics fields are added to the Quote ramp Interval (zqu__QuoteRampInterval__c) object:

  • Inline Discount (zqu__Inline_Discount__c) 
  • Interval Discount (zqu__Interval_Discount__c)
  • Interval End Date (zqu__Interval_End_Date__c)
  • Interval Start Date (zqu__Interval_Start_Date__c)
  • Interval Subtotal (zqu__Interval_Subtotal__c)
  • Interval Tax (zqu__Interval_Tax__c)
  • Interval Total (zqu__Interval_Total__c)
  • Quote (zqu__Quote__c)
  • Quote Ramp Interval Name (Name)
  • Description (zqu__Description__c)
  • Gross TCB (zqu__Gross_TCB__c)
  • Gross TCV (zqu__Gross_TCV__c)
  • Net TCB (zqu__Net_TCB__c)
  • Net TCV (zqu__Net_TCB__c)
  • Discount TCB (zqu__Discount_TCB__c)
  • Discount TCV (zqu__Discount_TCV__c)

See Quote and Charge Metrics and Zuora CPQ metric fields mapping and derivation for more information.

Enhancements to Quote Studio Settings

In Quotes version 10.6, when you change any settings under Quote Studio settings and navigate to other settings without hitting Save button, you will get a warning message stating, There are unsaved changes. You can choose to stay on that page or continue without saving.

You can control the message on the popup by the Custom Label - UNSAVED_LEAVE_VALIDATION.

Custom Label Description
UNSAVED_LEAVE_STAY Stay in the same page
UNSAVED_LEAVE_LEAVE Leave the page without saving

Support for customizing what metric fields are displayed in Quote Studio

CPQ X allows you to configure the display of metric fields in Quote Studio based on Quote type using Field Logic Composer. You can control the display of metric fields with the Hidden property in the attribute column. 

By default metric fields are displayed as read-only. You can only use the Hidden property in the Field Logic Composer to hide or display the metric fields in Quote studio.

For more information, see Configure Quote Studio field editability based on quote type.

Support for customizing Quote Studio field editability for Cancellation Quote

CPQ X now allows you to customize the editability of fields in Quote Studio for Cancellation Quote:

  • Hide fields
  • Set read-only fields
  • Disable fields to be updated

For more information, see Configure Quote Studio field editability based on quote type.

Support for guided product selection in Quote Studio by configuring filter logic under Quick Filters

In Quotes version 10.6, you have the flexibility to map any field of a product or product rate plan with the respective field of any object related to Quote in the filters. 

Based on the field defined in the Quick Filter logic, the products will be displayed in the Product Selector Modal. The defined filters on the Product Selector Modal works based on pre-stored Data in the database. Note that the experience will be enhanced in the later releases.

Note that the object field mapping used in filters must already have stored data before running the filter in the Browse Products section. If the Quote is not saved and you use the Quote field in the Quick filter logic, the filter may not work. This limitation only applies to Quote Objects in the Quote Studio layout. This will be enhanced in the later releases.

Support for Automated Price Change (Uplift) in CPQ X  

In Quotes version 10.6, you can now automatically change the price for one or more products when a subscription renews in CPQ X. 

The following fields were added to the fieldset in Quote Rate Plan Charge Object → Charge Display Fields:

  • Trigger Event
  • Trigger Date
  • Billing Timing
  • Period
  • Specific Billing Period
  • End Date Condition
  • Specific End Date
  • Price Change Option
  • Price Increase Percentage

To display and allow your users to enter a price change option, add the above new fields to the Charge Display Fields field set on the Quote Rate Plan Charge object.

Enhancement to CPQ X Default Value Plugin (DefaultValuesPluginV2) 

With Quotes version 10.6, when a new subscription quote is generated from an existing billing account, the selected billing account information such as ZuoraAccountID__c and Zuora__Account__Number__c are available in the plugin context so that conditional logic can be built around them. Likewise, when amending or renewing a quote, the attribute SubscriptionType__c will populate the correct value for the plugin.

Resolved issue: Quote formula fields appear as text boxes instead of toggle icons

Previously, Quote formula fields were displayed with text boxes instead of toggle icons. This issue is now resolved.

Now, Quote formula fields will appear as a disabled toggle icon on the CPQ Quote screen. The formula field is read-only and thus can only be used in the view mode.

Resolved issue: Quote currency not synced with Charge Subtotal

Previously, you might encounter the issue when quote currency is different from currency defined in Salesforce, Quote currency is not synchronized with Charge Subtotal. This issue is now resolved.

Resolved issue: Errors when Quote Start Date is not aligned with the product effective date

Previously, when you add or update products on the subscription and change the Quote Start Date to any future date, you might encounter an error The contract effective date should not be earlier than the contract effective date of the basic subscription.\

In Quotes version 10.6, when you add or update products on the subscription and change the Quote Start Date to any future date, a modal popup will appear with the following two options you can select:

Quote Option Description
New Quote or Edit Quote Would you like to align all initial Actions of a Rateplan timeline to QSD and keep all future dated actions respectively aligned?
  • Syncs the newly added products’ Contract Effective Date, Service Activation Date, and Customer Acceptance Date with the updated Quote Start Date.
  • Adjust the updated product versions Contract Effective Date, Service Activation Date, and Customer Acceptance Dates to a future date to maintain the interval between the original and updated dates.
Would you like to align all initial Actions of a Rateplan timeline to QSD and eliminate all future dated actions?
  • Syncs the newly added products’ Contract Effective Date, Service Activation Date, and Customer Acceptance Date with the updated Quote Start Date.
  • Removes all future-dated product actions.
Amendment Quote Would you like to align all initial Actions of a Rateplan timeline to QSD and keep all future dated actions respectively aligned?
  • Syncs the newly added products’ Contract Effective Date, Service Activation Date, and Customer Acceptance Date with the updated Quote Start Date.
  • If there is an updated versions of the original product, the Original product line remains unchanged, however, it adjusts the updated product versions Contract Effective Date, Service Activation Date, and Customer Acceptance Dates to a future date to maintain the interval between the original and updated dates.
Would you like to align all initial Actions of a Rateplan timeline to QSD and eliminate all future dated actions?
  • Syncs the newly added products’ Contract Effective Date, Service Activation Date, and Customer Acceptance Date with the updated Quote Start Date.
  • Removes all future-dated product actions.
  • Original product line remains unchanged.

Note that this feature is not applicable to Renew and Cancel quotes. The Quote Start Date is read-only by default when renewing a Quote, and products are read-only when canceling a Quote.

Resolved issue: Editing mode for Effective price and Discount fields of Original One-Time Charges

Quotes version 10.5, when creating Amendment or Renewal Quotes, the Effective Price and Discount fields of Original One-Time Charges can be edited, but the Charge Subtotal value does not change.

In Quotes version 10.6, we removed the display of edit mode to avoid confusion. Now, when you create an amendment or renewal quote, the Original One-Time Charges are grayed out, and it will be in read-only mode. If the one-Time Charges have already been billed, they are labeled "Billed for.". If they have not been billed, they are labeled "Original."

Resolved issue: Unable to remove future-dated Rate Plan charge before its actual trigger date

Previously, when you try to remove the Product from Rate Plan Charge before the Product effective date, you might encounter Date can not be earlier than Add Product effective date error. This issue is now resolved.

This issue has been resolved. Now you can remove the Product from the Rate Plan Charge before the Product effective date.

General enhancements and resolved issues

The enhancements and resolved issue in this section are applicable to Zuora Quotes components other than Quote Studio, or both Quote Studio and other components in Zuora Quotes.

Resolved issue: Fixed page formatting issue with Price Summary section on Add products page in CPQ 9

We have fixed the page formatting issue on the price summary section on Add products page in CPQ 9.

Release 10.5.3 (Release Date: 2022-05-04) 

The 10.5.3 release includes the following enhancements and resolved issues.

Quote Studio enhancements and resolved issues

The following enhancements and resolved issues are only applicable to Quote Studio and its corresponding settings.

Resolved issue: Incorrect rounding of effective price and discount values

In version 10.5, we released an enhancement that allows prices (including charges and tiers) in the Quote Studio to follow the scale defined in the Display Scale Settings. However, you would encounter rounding errors in the computation of Effective price and Discount values. This issue is now resolved.

Resolved issue: Invalid increment error for Amount Per Unit in quote line items

As of version 10.5, when creating or editing quote line items, you might encounter the invalid increment error if you specified decimals in the Amount Per Unit field. This issue is now resolved.

Enhancements to Discount field

In 10.5, we released an enhancement to the tiered Charge “Tier Detail” modal that allows you to define a top line Inline Discount that would cascade down to all tiers. However, if you change the Inline Discount field in any one of the specific tiers, the top line Inline Discount field would update to reflect an aggregated percentage which was confusing. 

As of 10.5.3, you can use the top line Inline Discount field in the “Tier Detail” Modal to cascade a percentage discount to all tiers. However, if you manually change the discount percentage value for any specific tier, the top line Inline Discount field will clear. Still, the values for each tier’s Inline Discount will remain the same and can continue to be manually updated. 

Resolved issue: Opportunity field not auto-populated in Quote Studio 

In version 10.5, by configuring Quote Wizard settings, you can add Quote Studio to your guided selling flow. With Quote Studio added to Quote Wizard settings, when you previously tried to create new quotes by clicking the New Quote button, the opportunity record was not automatically populated to the Opportunity field of the Quote Information section. It was because the logic of querying opportunity ID was not added to the New Quote button.

This issue has been resolved in version 10.5.3. The Opportunity field is now auto-populated in the same case.

Resolved issue: Values of Amount Per Unit and Quantity gets shuffled in order line item 

Previously, when you add multiple order line items, the Amount Per Unit and Quantity fields get shuffled up in the Quote Studio UI.

In version 10.5.3, we have updated the logic behind the order line Item. This issue is now resolved.

Release 10.5.2 (Release Date: 2022-04-25) 

The 10.5.2 release includes the following enhancements and resolved issues.

Quote Studio enhancements and resolved issues

The following enhancements and resolved issues are only applicable to Quote Studio and its corresponding settings.

Resolved issue: Not possible to create future-dated actions

As of 10.5, when you click the Update button to create a future-dated action, you would find the future-dated charge segment rows were not persisting in CPQ X. This issue is now resolved.

Resolved issue: Invoice Owner field is not editable for New, Amend, or Renew quote types in Quote Studio

As of version 10.5, you cannot edit the Invoice Owner field for New, Amend, or Renew quote types in Quote Studio, which could cause an issue with assigning the invoice responsibility of a subscription to a customer account that does not own that subscription.

We have now fixed this issue in version 10.5.2 and made the Invoice Owner field editable for New, Amend, or Renew quote types in Quote Studio.

Release 10.5.1 (Release Date: 2022-04-19) 

The 10.5.1 release includes the following enhancements and resolved issues.

Quote Studio enhancements and resolved issues

The following enhancements and resolved issues are only applicable to Quote Studio and its corresponding settings.

Resolved issue: Entity is Deleted error when renewing a ramped quote

In version 10.5, when you renew a ramped quote, you might encounter an Entity is Deleted error. This error is due to the order of execution of Data Manipulation Language (DML) operations. This issue is now resolved.

General enhancements and resolved issues

The enhancements and resolved issue in this section are applicable to Zuora Quotes components other than Quote Studio, or both Quote Studio and other components in Zuora Quotes.

Resolved issue: ‘Either ‘previewAccountInfo’ or ‘existingAccountNumber’ need to be specified’ error in CPQ 9

Previously, when cloning or maintaining Quote, you might encounter an Either ‘previewAccountInfo’ or ‘existingAccountNumber’ need to be specified error when changing the account. This issue has been resolved now.

Resolved issue: Missing Organization Feature: DandBEnterprise error when installing Zuora Quotes version 10.5

Previously, when you tried to install Zuora Quotes version 10.5, you would get a Missing Organization Feature: DandBEnterprise error. There were unwanted Account Object fields in the Quote Object fieldsets that caused this error.

Now that the unwanted fields have been removed from the fieldsets, this issue is now resolved.

Release 10.5 (Release Date: 2022-04-13) 

The 10.5 release includes the following enhancements and resolved issues.

Quote Studio enhancements and resolved issues

The following enhancements and resolved issues are only applicable to Quote Studio and its corresponding settings.

Support for creating subscription cancellation quotes

Quote Studio now supports creating subscription cancellation quotes. On the Billing Account Selection page, you can now cancel a subscription by clicking the subscription cancellation icon. 

Support for changing invoice owner in amendment subscription

Now, you can create an amendment quote to change the Invoice Owner in Quote Studio.

To change the Invoice owner:

  1. Enable the following two settings in the Zuora tenant:
    • Owner Transfer Amendment
    • Invoice Subscription to Different Accounts
  2. Navigate to Zuora Config > Quote Configuration Settings, in the Field Configurations section, select the Enable Invoice Owner checkbox.
  3. Add InvoiceOwner__c field to whichever Quote Studio Fieldset you would like to see it in.
  4. Optional - Navigate to Zuora Config > Quote Studio Settings > Object Fields Config, hide Quote > Invoice Owner field for new and renew quotes.

Formula field recalculation for newly added products

Quote Studio now triggers the custom formula field recalculation for newly added products. ​​Once you update the price, discount, or quantity of the quote, the formula will be recalculated.

Support for cloning in-flight quotes

With this new feature in CPQ X, you can click the New Clone Quote button to clone a new subscription quote, amendment quote, or renewal quote in a lesser turnaround time. Note that only one of the Amendment or Renewal quotes should be allowed to be sent to Zuora. Trying to send the other would result in an error.

Currently, quote cloning is available only for existing billing accounts or primary contacts.

Support for customizing fields in Billing Account and Subscription tables

Now, in Quote Studio you can select which fields should appear in the Billing Account table and Subscription table in the billing account selector page in CPQ X depending on your preferences. To define the fields to be displayed, you must customize:

Billing Account Table -  Zuora__fields_for_select_billing_account_compon fieldset on the Billing Account Object.

Subscription Table - Zuora__fields_for_select_billing_account_compon fieldset on the Subscription Object.

Support for adding filter logic into lookup fields using Lookup Filter Plugin

Quote Studio now allows you to add filter logic via plugin for custom lookup fields such as Bill To Contact, Sold To Contact, Opportunity, etc.

To do so, take the following steps:

  1. Create a global plugin interface that implements zqu.LookupFilterPlugin.ILookupFilter
  2. Register and activate the plugin.
    • Navigate to Zuora Config > Quote Studio Settings > Admin Config.
    • Switch the Lookup Filter Plugin toggle to Active, then add the class name of your custom plugin.
    • Click Save.

Improved usability to populate discount value for tiers

Previously, to apply a discount to charge tiers in Quote Studio, you had to manually apply the discount one by one. With the newly added charge-level Discount field, you can now populate discount values at the charge level to propagate down to all tiers.

Flexibility of customizing Billing Account Plugin

Now, you can use the IBillingAccountPlugin on the BillingAccountPlugin component to customize the Billing Account selection process. The following customizations are available:

  • For billing account selection
    • Control new and existing billing account options
    • Filter billing accounts
    • Set the default billing account
  • For quote type selection
    • Control quote type options - new, amend, renew, or cancel
  • For subscription selection
    • Filter subscriptions

To do so, take the following steps:

  1. Create a global plugin interface that implements zqu.BillingAccountPlugin.IBillingAccountPlugin.
  2. Register and activate the plugin.
    • Navigate to Zuora Config > Quote Studio Settings > Admin Config.
    • Switch the Billing Account Plugin toggle to Active, then add the class name of your custom plugin.
    • Click Save.

Support for controlling Browse Product button and Search Product field from all quote types

Now, you can hide the Browse Product button or control the Search Product field from all quote types in Quote Studio. 

To do so, take the following steps:

  1. Enable the Guided Product Selector setting.
  2. Navigate to Zuora Config > Quote Studio Settings > Admin Config.
  3. Switch the Hide Product Selector Modal for New Subscription Quote Type and Hide Product Selector Modal for Amend/Renew Subscription Quote Type toggles to Active.
  4. Click Save.

Note that this is to be used when legacy Guided Selling is enabled with CPQ X; else, you cannot choose a product while creating a quote.

Enhancements to Invoice Quote PDF metrics fields

As part of this enhancement, we have introduced the Inline Discount metric field in the Invoice Quote PDF template.

Note that this is not a standard metric returned from Orders, this is a CPQ-only metric locally calculated from the difference between List Price and Effective Price for each charge in a quote and then those figures for each charge are added together.

Enhanced Display Scale Settings functionality

Now, prices (including charges and tiers) in the Quote Studio follow the scale as defined in the Display Scale Settings.

Resolved: New product in amendment quote aligned with subscription term start date

Previously, when you added a product in an amendment quote, it automatically aligned to the subscription term start date. This issue has been resolved. 

Release 10.4 (Release Date: 2022-03-09) 

The 10.4 release includes the following enhancements and resolved issues.

Quote Studio enhancements and resolved issues

The following enhancements and resolved issues are only applicable to Quote Studio and its corresponding settings.

CPQ X Extensibility Framework now available

We now provide you with the CPQ X Extensibility Framework feature that enables you to easily include your own Salesforce Lightning Web Components (LWC) or Lightning Aura components in the Quote Studio sidebar on the right. After you have implemented your components, registered and dispatched the component events, you must register your components in CPQ X by navigating to Zuora Config > Quote Studio Settings > Custom Component Settings in your Salesforce org. This feature vastly improves the customizability of Quote Studio to better suit your needs.

For more information, see Customize Quote Studio sidebar with Extensibility Framework.

Enhancements to Quote Studio metrics fields

We have made the following enhancements to improve usability and customizability of Quote Studio metrics:

  • As a system administrator, you can now add custom quote metrics to be displayed in Quote Studio. This enhancement allows you to customize the metric fields to meet your business requirements. Note that only the following types of fields can be added:
    • Number type, including the Formula fields of the Number type
    • Currency type
  • As part of this enhancement, we have also introduced the Inline Discount field as a standard subscription metric and a quote metric. This field reflects the discounted amount for inline items in real time. 

For more information, see Customize field sets for CPQ X.

Support for editing Billing Batch and Bill Cycle Day in amendment and renewal quotes 

In Quotes 10.3, we introduced the Allow Zuora Account Info to be Updated setting that allows several fields to be editable in amendment and renewal quotes. We have extended the capability of this setting to control the editability of the Billing Batch and Bill Cycle Day fields in this release. 

With this setting enabled, you can now edit Billing Batch and Bill Cycle Day fields when creating amendment or renewal quotes. Otherwise, both fields are read-only.

See Quote configuration settings for more information.

Configurability of default value for Billing Batch

You can now set the default value for the Billing Batch field for new quotes by navigating to Zuora Config > Quote Studio Settings > Default Settings. With this default setting configured, the Billing Batch field is automatically populated with the default value when a new quote page is loaded.

See Update default settings for more information.

New metrics added to default quote template

We have enhanced the quote template to incorporate metrics for quote line items (QLI). The following metrics are now available in the default quote template:

  • QLI Charge Subtotal
  • QLI Subtotal
  • QLI Tax
  • QLI Total
  • Quote Subtotal
  • Quote Total

Note that you can download the default quote template by navigating to Commerce Settings > Configure Salesforce.com Quote Templates in the Zuora UI.

Account and Opportunity fields available to be added and edited in Quote

You can now add fields from accounts or opportunities to Quote Studio through configuring the zqu__CPQX_Quote_Information field set of the Quote object. Both standard and custom fields are supported.

The added fields will be rendered based on the field-level security settings:

  • If the field-level security setting is set to both Visible and Read-Only, then the added fields will be rendered as read-only fields. 
  • If the field-level security setting is set to only Visible, then the fields will be rendered as editable fields.
  • If the field-level security setting is set to neither Visible nor Read-Only, the fields are hidden from the UI.

The account or opportunity fields are automatically populated with the field value saved on the Account or Opportunity object. If the fields are rendered as editable fields, you can edit them and the updated values will override the respective fields on the Account or Opportunity object after you save or submit the quote. If you enter blank values in these fields, the field values are not overridden after you save or submit the quote.

For each change you make to the account or opportunity fields for a new quote, the values will change only in Salesforce and will not be synced to Zuora.

Note that some custom fields on account might contribute to the Multi-Attribute Pricing charge model. Therefore, we do not recommend that you add those custom fields to the Quote Information section because users might change these field values frequently, which can significantly impact pricing. 

Enhanced “Back” button options for amendment and renewal quotes

Previously, the amendment or renewal quote was created even if you clicked the Don’t Save button in the dialog after clicking Back in Quote Studio. This behavior was by design but is confusing.

To improve your experience with Quote Studio, we have replaced the Don’t Save button with the following buttons:

  • Delete and leave page: Leave the page without creating any quote record.
  • Keep and leave without saving: Leave the page without saving the change, but the amendment or renewal quote record is still created.

Formula field recalculation triggered on metrics preview

If you create and add a formula field to Quote Studio, the formula field recalculation can be triggered each time Quote Studio calls the Preview an order API operation. Once you update the price, discount, or quantity of the quote, the formula will be recalculated.

Note that the current support for formula field recalculation has the following limitations:

  • Only the fields on the Quote and Quote Rate Plan Charge objects are supported.
  • The formula cannot contain any of the metrics fields such as TCV, Subtotal, and Discount, and Total.
  • Formula field recalculation does not work for newly added product. 

Resolved: Opportunity field not auto-populated in Quote Studio

By configuring Quote Wizard settings, you can add Quote Studio to your guided selling flow. With Quote Studio added to Quote Wizard settings, when you previously tried to create new quotes by clicking the New Quote button, the opportunity record was not automatically populated to the Opportunity field of the Quote Information section. It was because the logic of querying opportunity ID was not added to the New Quote button. This issue has been resolved. The Opportunity field is now auto-populated in the same case.

Resolved: Salesforce field-level security not supported in Quote Studio

Previously, field-level security was not supported it in Quote Studio. 

This issue has been resolved. Salesforce field-level security is now supported in Quote Studio. The field permissions are determined based on the more restrictive one between the Salesforce field-level security settings on different levels and the Object Field Configuration settings within Quote Studio settings.

Release 10.3 (Release Date: 2022-02-09) 

The 10.3 release includes the following enhancements and resolved issues.

Quote Studio enhancements and resolved issues

The following enhancements are only applicable to Quote Studio.

Support for disabling ramp deal creation in Quote Studio

The Enable Ramp Deal Creation in Quote Studio admin setting is now available for Quote Studio page configuration.This setting can be used by system administrators to enable or disable ramps in quotes. 

With this setting disabled, no ramp settings are displayed in Quote Studio, thus users cannot create new quotes with ramps. If users attempt to amend or renew quotes that contain existing ramps, they cannot complete in-flight quotes, but can see previous ramp actions with no intervals displayed. 

See Configure Quote Studio admin settings for more information.

Support for customizing Quote Studio field editability based on quote type

CPQ X now allows you to customize the editability of fields in Quote Studio based on the quote type (new subscription, amendment, or renewal).

A set of Quote Studio settings called Object Fields Config is now available by navigating to Zuora Config > Quote Studio Settings in your Salesforce org. On the Object Fields Config page, you can do the following field customization for each quote type:

  • Hide fields
  • Set read-only fields
  • Disable fields to be updated

See Configure Quote Studio field editability based on quote type for more information.

Support for adding custom lookup fields to Quote Studio based on lookup filters

You can now configure lookup fields that conform to the defined lookup filter logic to Quote Studio. 

The Enable Lookup Filter admin setting is now available by navigating to Zuore Config > Quote Studio Settings > Admin Config. With this setting enabled, users can add custom lookup fields to Quote Studio based on filter logic defined in lookup filters. When an existing lookup filter is updated or new lookup fields are created, you can click the Refresh Filter button to refresh all filters.

See Enable lookup filters for fields in Quote Studio or more information.

Charges in Quote Studio product selectors now displayed based on list price base

The product rate plan charges in Quote Studio product selectors are now displayed based on the configured list price base regardless of the billing period. It allows you to easily identify how charges are set up to be priced in the product catalog in Zuora. If you want the charges to be displayed based on the billing period, you must set the list price base the same as the billing period. 

Invoice Owner lookup field now available for CPQ X fieldsets

After you add the Invoice Owner (InvoiceOwnerName__c) field to the fieldset for new quotes in the legacy CPQ 9 quote flow, you can check the associated billing account through this field. However, this lookup relationship was previously not supported by Quote Studio.

In this release, we have introduced the Invoice Owner  (InvoiceOwner__c) field that can be added to CPQ X fieldsets. With this field added, you can perform the billing account lookup through this field in Quote Studio.

Support for setting default ramp frequency

CPQ X now supports setting a default ramp frequency. The Ramp Frequency default value setting is now available by navigating to Zuora Config > Quote Studio Settings > Default Settings. With this setting configured, the specified default ramp frequency is displayed when the Ramp toggle in Quote Studio is enabled. 

Required field validation on rich text fields

In Zuora Quotes 10.2, we introduced support for configuring required fields in Quote Studio. Quote Studio provides validation on the configured required fields. However, rich text fields previously did not support required field validation. Thus, we have enhanced the rich text fields in Quote Studio to support such validation. 

Support for editing billing account details and contacts in amendment and renewal quotes

Quote Studio now allows for updating the following fields in amendment and renewal quotes:

  • Bill To Contact
  • Sold To Contact
  • Payment Term
  • Payment Method

To allow these fields to be updated, you must select the Allow Zuora Account Info to be Updated check box by navigating to Zuora Config > Quote Configuration Setting. With this check box selected, the previous fields are editable when users amend or update quotes; otherwise, these fields are read-only.

For more information, see Quote Configuration Settings.

Enhancements to rules engine

Previously, rules defined in rules engines were triggered during the billing account selection process. This behavior could result in an increased loading time and other potential issues. 

Because the quoting process technically starts after a billing account is selected, it is unnecessary to trigger rules prior to the quoting process. Therefore, we have enhanced the rules engine so that the rules are triggered only after the billing account selection. In addition, when any validation message of the Error type is displayed during the rules engine processing, the Save and Submit buttons are now disabled to prevent users from saving or submitting the quote.

Resolved issue: Percentage discounts incorrectly displayed as amounts in Subscription History panel

Previously, the values of percentage discount charges for ramp deals were incorrectly displayed as amounts in the Subscription History panel. For example, if you updated a 20% percentage discount charge to 10%, the Original Value and New Value columns for this action were displayed as $20 and $10, respectively. This issue has been resolved now and the values are displayed correctly.

Resolved issue: Related contacts not auto-populated when creating amendment or renewal quotes 

Previously, with Contacts to Multiple Accounts enabled in your Salesforce org, when you created renewal or amendment quotes, Bill To Contact and Sold To Contact were not automatically populated if you were using related contacts. This issue has been resolved now.

Resolved issue: Cannot amend quotes with Create Subscription and Remove Product actions through Quote Studio

Previously, if you created an order with both “create subscription” and “remove product” order actions, this subscription was not available for amendment through Quote Studio after it was synced to Salesforce. However, it could be amended through the legacy CPQ 9 UI. This issue has been resolved. You can amend such quotes through Quote Studio now.

General enhancements and resolved issues

The enhancements and resolved issue in this section are applicable to Zuora Quotes components other than Quote Studio, or both Quote Studio and other components in Zuora Quotes.

Resolved issue: Incorrect preview metrics when quotes contain products of Multi-Attribute Pricing charges

Previously, when trying to preview the quotes that contain products of the Multi-Attribute Pricing charge model, you could find that the custom fields were not sent to Zuora for metrics calculation, thus the metrics were incorrect. This issue has been resolved now.

Release 10.2 (Release Date: 2022-01-11) 

The 10.2 release includes the following enhancements.

Quote Studio enhancements and resolved issues

The following enhancements are only applicable to Quote Studio.

Flexibility of configuring custom fields in Quote Studio

You now have the flexibility to enable the Additional Fields section in any section on the Quote Studio page. We have introduced the following field sets on the Quote object, which allows you to display custom fields in Quote Studio to meet your business needs:

  • CPQX_Quote_Information_CustomFields
  • CPQX_Subscription_Overview_CustomFields
  • CPQX_Subscription_TAndC_CustomFields
  • CPQX_Subscription_Billing_CustomFields

With this enhancement, each section in Quote Studio contains two types of field sets: one is to display standard fields and the other is to display custom fields. The following list describes the hierarchy of the field sets of the standard sections in Quote Studio and their child field sets for custom fields:

  • Quote Information (zqu__CPQX_Quote_Information)
    • Additional Fields (zqu__CPQX_Quote_Information_CustomFields)
  • Overview (zqu__CPQX_Subscription_Overview)
    • Additional Fields (zqu__CPQX_Subscription_Overview_CustomFields)
  • Terms and Conditions (zqu__CPQX_Subscription_Terms_And_Conditions)
    • Additional Fields (zqu__CPQX_Subscription_TAndC_CustomFields)
  • Billing (zqu__CPQX_Subscription_Billing)
    • Additional Fields (zqu__CPQX_Subscription_Billing_CustomFields)

Note that the labels of all these fields can be translated into a different language or renamed using the Salesforce Translation Workbench. 

See Customize field sets for CPQ X for more information.

Support for configuring required fields in Quote Studio

CPQ X now allows you to configure fields as required fields in the corresponding field sets. If a field is configured as required, Quote Studio displays an asterisk (*) next to its field label for highlighting and provides validation on this field. Users cannot save or submit the quote until all required fields on the Quote Studio page are specified.

CPQ X now supports product features with limitations

CPQ X now provides support for product features of Zuora with limitations. 

You can create, amend, or renew quotes that contain products with features, for ramp deals or non-ramped subscriptions. Future dated actions on products with features are also supported. However, you cannot view, add, remove, edit, or override these features in any way from Quote Studio. 

For more information about the configuring features or product features in Salesforce, see Create features and product features in Salesforce.

For more information about features or product features in Zuora, see the following articles:

Support for adding New Quote (New) button to Quote related list on Account and Opportunity page

You can now add the New Quote (New) button for CPQ X to the Quotes related list on the Account and Opportunity page. This shortcut allows you to navigate to Quote Studio directly from the Account or Opportunity page with billing account and opportunity information automatically populated.

Support for creating quote line items as taxable or non-taxable

CPQ X now supports creating ad hoc quote line items or quote line items from an existing Product Catalog as taxable or non-taxable. The tax details for each product are displayed while you browse the product catalog for quote line item creation. The Tax Mode and Tax Code fields are displayed only when the Taxable checkbox is selected. 

Note that you might notice a limitation that you cannot select other tax codes that are set up in your Zuora tenant. This issue will be resolved in a future release. 

Resolved issue: Errors when creating quote line items if Item Type was Discount or Item State was Cancelled 

Previously, when creating quotes that contain quote line items through Quote Studio, you would encounter errors if Item Type of the quote line item was Discount, or Item State was set to Cancelled. The reasons for the errors include:

  • The Discount item type was not a supported option.
  • The Cancelled item state was spelt incorrectly, and the correct form is Canceled.

We have removed the Discount option from the Item Type dropdown list, and corrected the Cancelled option to Canceled for the Item State dropdown list. Thus, this issue no longer exists.

Resolved issue: Error when submitting quote line items with “Sent to Billing” item state and unspecified Bill Target Date

Previously, when you submitted quote line items with the Item State set as Sent to Billing and Bill Target Date left empty, you would get an error only when you attempted to submit the quote line items. This issue has been resolved. The Bill Target Date field for quote line items is made a required field when the Item State is Sent to Billing

Resolved issue: Errors when creating quote line items if Sold To Contact was selected

Previously, when creating quotes that contain quote line items through Quote Studio, you would encounter an error indicating that soldToData was an invalid parameter if you selected a sold-to contact.

This issue has been resolved. We have removed the Sold To Contact section.

Resolved issue: Future-dated actions on fixed amount discount charges not successfully sent to Zuora 

Previously, you could successfully add or preview mid-interval updates or future dated actions on fixed amount discount charges, but would fail to send them to Zuora. The reason was that fixed amount discount charges cannot be applied to future dates by Zuora’s design. We have resolved this issue by introducing a validation to prevent future-dated actions from being made to fixed amount discount charges in Quote Studio.

Resolved issue: Record Type field not populated for quotes created through Quote Studio

Previously, quotes created through Quote Studio did not have the Record Type field. This issue has been resolved. Quotes created through Quote Studio now have the Record Type field populated based on the quote flow type:

  • New subscription quote flow has the Default type. 
  • Amendment quote flow has the Amendment type. 
  • Renewal quote flow has the Renewal type. 

Note that the cancellation flow does not have the corresponding record type.

Resolved issue: Invalid increment error for Amount Per Unit in quote line items

Previously, when creating or editing quote line items, you might encounter the invalid increment error if you specified decimals in the Amount Per Unit field. This issue is now resolved.

Resolved issue: Subscription Term End Date not automatically populated

Previously, with the Subscription Term End Date field enabled in Quote Studio, you might find that the value of this field was not automatically populated as expected when creating new subscriptions. To get this field populated, you had to manually update the Subscription Term Start Date or Initial Term field.

This issue has been resolved. This value for the Subscription Term End Date field is now automatically populated based on the default subscription start date and the default initial term.

General enhancements and resolved issues

The enhancements and resolved issue in this section are applicable to Zuora Quotes components other than Quote Studio, or both Quote Studio and other components in Zuora Quotes.

Resolved issue: Product updates in amendment quotes cannot be triggered on Service Activation Date

When you previously updated products in amendment quotes through Quote Studio or in the legacy CPQ 9 UI, all charges were triggered on the Contract Effective Date and blocked you from changing the action-level trigger date to the Service Activation Date. This issue has been resolved now. 

If the trigger condition of the product rate plan charge is set to Service Activation Date, the action-level trigger date now aligns with the Service Activation Date.

Resolved issue: Unclear error displayed on Quote Details page if opportunity name exceeds 100 characters

Previously, if the opportunity name exceeded 100 characters, an API call error with an error code and error message would be displayed on the Quote Details page. The displayed error was not intuitive for you to identify the root cause. 

This issue has been resolved. The following self-explanatory warning message is now displayed on the Quote Details page if the opportunity name is over 100 characters: 

Opportunity name should be less than 100 characters

Resolved issue: Bill to contact and Sold to contact information not auto-populated when creating renewal quotes and with related contacts enabled

Previously, with the related contact permission enabled, information for Bill to Contact and Sold to Contact were not automatically populated when you created renewal or amendment quotes. This issue has been resolved. Now, if Bill to Contact and Sold to Contact are set to a related contact, they are automatically populated when you create renewal or amendment quotes.

Resolved issue: Incorrect percentage with decimals for discount charges after submitting the quote

Previously, after you submitted quotes that contain percentage discount charges with decimals, you might find that the discount percentage for some charges were not incorrectly displayed on the quote details page. This issue has been resolved now.

Resolved issue: Unknown internal error when generating Quote PDF documents

Previously, you might encounter an unknown internal error if you clicked the Generate PDF button to generate PDF documents for quotes. This error occurred due to behavior changes on the Salesforce side. We have worked with Salesforce to resolve this issue, thus this issue no longer exists. 

Resolved issue: zqu_RenewalSetting_c in default value plugin not effective for amendment or renewal quotes

Previously, you might find that if you set a default value for the zqu_RenewalSetting_c field in your default value plugin that extends zqu.CreateQuoteController.PopulateDefaultFieldValuePlugin, the configured default value did not take effect in amendment or renewal quotes. This issue is now resolved.

Release 10.1 (Release Date: 2021-12-07) 

The 10.1 release includes the following enhancements.

Quote Studio enhancements

The following enhancements are only applicable to Quote Studio.

Default action dates configurability for amendment quotes 

For better configurability and usability of amendment quotes, we have changed the default behavior of the update product actions in amendment quotes in CPQ X. If an update is made on an original product, the update action is now triggered on the Quote Start Date by default. 

With this change, the following Quote Studio admin settings are now available:

  • Update Amendment Quotes as of Original/Subscription Term Start Date: Enabling this setting brings back the legacy behavior. The Contract Effective Date of the update action on an existing product will default to the original subscription start date.
  • View Amendment Quotes as of Quote Start Date: With this setting enabled, on an amendment quote, CPQ X will consider the quote to start from the Quote Start Date instead of the subscription term start date, thus will filter out original actions before that.
  • Prohibit Backdate Actions: With this setting enabled, the Contract Effective Date of update actions cannot be set to earlier than the Quote Start Date. 
    Note that if Update Amendment Quotes as of Original/Subscription Term Start Date is also enabled, you still can update original products as of the original trigger date.

You can optionally enable one or multiple of these settings based on your business requirements.

See Configure Quote Studio admin settings for more information.

Related contacts available for selection for Bill to Contact and Sold to Contact in Quote Studio

When you configure the Bill to Contact and Sold to Contact dropdown lists on the Quote Studio page, in addition to primary contacts, related contacts associated with the account are now also available for selection. 

Previously, only primary contacts could be selected for both dropdown lists.

Enhanced text area usability in Quote Studio

We have enhanced text areas in Quote Studio for better usability. Text areas that allow for rich text and long plain text are now displayed in a more intuitive way so that they can be easily distinguished from short plain text areas. A text formatting toolbar is also available in rich text areas.

Previously, all text areas were equally displayed as short plain text areas.

General enhancements and resolved issues

The enhancements and resolved issue in this section are applicable to Zuora Quotes components other than Quote Studio, or both Quote Studio and other components in Zuora Quotes.

Zuora Connection Settings page reorganization

We have reorganized the layout of the Zuora Connection Settings page for improved user experience. 

  • If you are an existing Zuora Quotes user, no update is required.
  • If you are new to Zuora Quotes, you need to specify the following fields to connect your Salesforce organization to your Zuora tenant:
    • SOAP API URL: Specify the SOAP API URL provided by Zuora, including the WSDL version that you want to use. The REST API URL field will be automatically populated based on the specified SOAP API URL.
    • API User Name: The user name provided by Zuora
    • API Password: The password provided by Zuora

See Zuora Connection Settings for more information.

JavaScript library updated

We have updated our existing JavaScript libraries to avoid potential security issues. If you have been using the JavaScript libraries provided in the Zuora Quotes package, you should update the reference to the new JavaScript libraries or manage your own libraries. 

Note that we do not provide any support to third-party libraries if you use your own JavaScript libraries.

Release 10.0 (Release Date: 2021-11-09) 

The 10.0 release includes the following features, enhancements, and resolved issues.

CPQ X enhancements

The following enhancements are only applicable to Quote Studio.

CPQ X is now generally available 

CPQ X is now generally available to all customers. 

CPQ X contains a single-page application named Quote Studio, which enables you to optimize the efficiency of quoting work streams within your sales process and eliminate quoting errors.

For more information about how to enable CPQ X in your Salesforce organization, see Enable CPQ X for your organization.

Support for CPQ X internationalization

The Quote Studio page can be translated into multiple languages now. 

To translate Quote Studio into a language other than English, you need to enable the language in Translation Workbench, then configure custom labels in CPQ X to add translation texts. Subsequently, if the language preference of a user is set to this language, the configured custom labels are displayed in the equivalent text in this language.

See Localize and Customize Labels and Messages for more information.

Support for on-demand metrics preview

Previously, CPQ X called the Preview an order API every time a change was made to the quote, which would trigger a tax engine call if the products were set up to be taxed. It could increase tax engine fees if you were using any tax engines other than Zuora Tax because most tax providers charge by the number of API calls. 

To minimize the number of Preview an order API calls, we have enhanced CPQ X to support on-demand metrics preview. If you enable the Enable Preview On Demand setting, a new button named Preview Metrics will be displayed on the Quote Studio page. You can click this button to preview quote metrics after you 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.

See Enable Preview On Demand for more information.

Included Units available for selection for zqu__CPQX_Charge_Display_Fields field set

The Included Units field of Quote Rate Plan Charge has been added to the available options for the Charge Display Metrics (zqu__CPQX_Charge_Display_Fields) field set. You can now enable this field to display the Included Units field for quote rate plan charges with the overage charge model.

Support for customizing dates to be displayed when clicking action date

CPQ X now supports customizing the dates that are displayed when you click the action date for a product. The Trigger Dates field set has been added to the Quote Amendment (zqu__QuoteAmendment__c) object, from which you can enable or disable the following dates:

  • Service Activation Date
  • Customer Acceptance Date

Note that Contract Effective Date is required in the field set.

See Customize displayed action dates for more information.

Support for viewing Quote Line Item metrics from quote details page

After subscription items or quote line items are added through Quote Studio, the metrics for both quote line items and subscription items are now available on the quote details page. 

Previously, only the metrics for subscriptions could be displayed on the quote details page.

To support this enhancement, the following fields have been added to the Quote object:

  • Quote Line Item Total (QLI_Total__c)
  • Quote Line Item Subtotal (QLI_Subtotal__c)
  • Quote Line Item Tax (QLI_Tax__c)
  • Subscription Subtotal (Subscription_Subtotal__c)
  • Subscription Total (Subscription_Total__c)
  • Subscription Tax (Subscription_Tax__c)

Enhanced usability for action buttons

Previously, the action buttons, including Back, Save, and Submit buttons, could only be found if you scroll to the top of the Quote Studio page. To optimize your experience, we have enhanced the Quote Studio page to ensure that these buttons are fixed at the top of the screen. Thus you can find and click these buttons from anywhere within Quote Studio. 

General enhancements and resolved issues

The enhancements and resolved issue in this section are applicable to Zuora Quotes components other than CPQ X, or both CPQ X and other components in Zuora Quotes.

Enhanced Chatter feeds for Opportunities

If you have enabled Salesforce Chatter feed tracking for both Quote and Opportunity, you can now dynamically configure the quote fields that will be posted as a Chatter feed on the corresponding opportunity record.

A list of quote fields have been added as the default fields to the Chatter Feed On Opportunity field set of the Quote object. The Chatter feed is only posted when the values of one or more of these fields are changed. You can also customize this field set by adding more fields or removing unnecessary fields. 

By default, if feed tracking for both Quote and Opportunity are enabled, Chatter feeds are posted on Opportunity when quotes are created or updated. Now you have the flexibility to disable Chatter feeds from quotes by enabling the Disable chatter feed from Quote setting. 

See Chatter Collaboration for more information.

Support for combining Quote Studio with guided selling flows

CPQ X now supports combining Quote Studio with existing guided selling flows. You can combine them using either or both of the following approaches:

  • Add Quote Studio to quoting flows through Quote Wizard
  • Enable the Navigate to Quote Studio After Select Products setting

It allows for high flexibility of quote configuration and thereby meets different business needs.

See Combine guided selling flows with Quote Studio for more information.

Resolved issue: Tier changes not saved after quote is submitted

Previously, if you updated product rate plan charge tiers in an amendment quote or a renewal quote, you might find that the tier changes were not saved after the quote was submitted. This issue has been resolved now.