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. |
Navigate to Quote Studio After Select Products |
With this setting enabled, you can directly enter Quote Studio to configure pricing after products are selected in Zuora Quotes guided selling pages. It allows you to do a final review or configuration in Quote Studio before submitting the quote. See Enable Navigate to Quote Studio After Select Products setting 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. |
Disable "Information Modal" Pop-Up when Rules Trigger |
With this setting enabled, rules engine validation notification modal pops up automatically. However, if enabled, the notification modal does not appear automatically. It must be viewed manually by clicking the notification icon. |
Display Contact Address fields in Subscription Level Contact picklists |
With this setting enabled, Subscription Bill To Contact field displays Bill To Contact Addresses as a picklist value. This setting must be used in conjunction with Enable Flexible Billing in 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 Ramp Deal Creation in Quote Studio |
Configure this setting 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. |
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:
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. |
Hide Product Selector Modal for New Subscription Quote Type |
With this setting enabled, you can hide the Browse Product button or control the Search Product field from New Subscription quote type in Quote Studio.
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. |
Enable Flexible Billing in Quote Studio |
With this setting enabled, you can specify billing attributes including bill-to-contacts and payment terms at the subscription level. Note that the system will allow you to enable this setting only if the Flexible Billing feature is enabled in the connected Zuora tenant. Otherwise, you will receive an error stating “Your Zuora Tenant is not enabled Flexible Billing. Please reach out to Zuora Support to avail “Flexible Billing” feature”. |
Enable Subscription Owner Transfer |
With this setting enabled, you can transfer ownership of subscriptions from one customer account to another. |
Enable Nested Discount Rows |
With this setting enabled, you can use Nested Discount rows in a subscription. |
Display Bill To Contact Address fields in the Invoice Owner Account picklist |
With this setting enabled, Invoice Owner field will display Bill To Contact Address with Billing Account Name as picklist values. |
Hide Product Selector Modal for Amend/Renew Subscription Quote Type |
With this setting enabled, you can hide the Browse Product button or control the Search Product field from Amend/Renew Subscription quote types in Quote Studio.
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. |
On Amendment Quotes, Default new Product Update Actions to Original Product Add Date |
If this setting is enabled, adding a new product in a ramped quote will default to the Interval Start Date, whereas if the setting is off, adding a new product will default to the Quote Start Date. Note that using Prohibit Backdate Actions and On Amendment Quotes, Default new Product Update Actions to Original Product Add Date together is not possible since the two settings conflict. |
View Amendment Quotes as of Quote Start Date |
With this setting enabled, on an amendment quote, CPQ X considers the quote to start from the Quote Start Date instead of the subscription term start date, thus will filter out actions before that date. |
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, users can still update original products as of the original trigger date. |
Preview Pending Subscription |
With this setting enabled, you can preview pending subscriptions with Upon Contract Effective as the trigger event when rate plan charges have trigger events as Upon Service Activation or Upon Customer Acceptance. |
Enable Lookup Filter |
With this setting enabled, you can add custom lookup fields to Quote Studio. 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 for more information. |
Get Tiers from Zuora |
With this setting enabled, the tiers displayed on the Quote Studio UI will be sourced from the product catalog, rather than the existing subscription. |