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Create ramp deals in CPQ X

Zuora

Create ramp deals in CPQ X

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Overview

A ramp deal is a set of time-based periods where products or pricing can change. You initially set up a ramp deal, and then you make ongoing updates to the set of time-based periods where prices can change. These changes are referred as future dated amendments in Zuora Quotes. You can set up ramp deals and make future dated updates to the quote charges by yearly, quarterly, semi-annual, and monthly periods. Then, you submit the multi-action quotes with future dated amendments to Zuora as a new order.

When the ramp deal feature is enabled, the charge segments of the quote appear, grouped by ramp period in Lightning Guided Product Selector. When you update a field in a charge segment, e.g., Effective Price or Discount, the changes become effective as of the start date of that ramp period.

Ramp deals are supported:

  • In Lightning Guided Product Selector
  • For the New Subscription quotes
  • For the Amend Subscription quotes
  • For the Renew Subscription quotes

Prerequisites

  • Ensure that you enabled Enable Ramp for Orders? in your Zuora tenant. To Enable go to Billing Settings > Default Subscription and Order Settings in the Zuora Billing UI. Make sure the Enable Ramp for Orders? setting is set to Yes. 

  • Ensure that you enabled Enable Ramp Deal Creation in Quote Studio setting.

  • Ensure that you enabled Enable Ramp Ramp Metrics setting.  

Create ramp deals 

To create a ramp deal:

  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. 
  4. In the area of Step 2: Select a Subscription, click New Subscription on the right. The New Subscription Quote page is displayed.
  5. click clipboard_e5645d6ff7d73f7489984a5b61f8bc203.png in the Quote Summary card at the top to configure the quote information in the expanded view, including the quote name, associated account and opportunity, the valid period of the quote, and whether it is a primary quote.

    Expand Quote info menu

  6. Click clipboard_e5645d6ff7d73f7489984a5b61f8bc203.png in the Subscription Summary section to configure basic information of the subscription, including the subscription type, terms and conditions, whether it is a ramp deal, and billing information.
    1. switch the Ramp toggle to the on position. 
    2. Select the length of ramp intervals from the Ramp Interval Length dropdown list. The ramp intervals are determined based on the quote start date and ramp interval length.

clipboard_ec6aa13c57e6fc4bf2d79db9481aa71ac.png

Note: You can create custom ramp deals with user-specified intervals.

  1. Select the products and rate plans on which the subscription is created.
  2. Click Submit. The configuration is then submitted successfully.

Advanced ramp deal configurations

CPQ X offers advanced ramp deal configurations, empowering you with unparalleled control over your subscription deals. These settings encompass a range of parameters that determine how ramp deals are executed, tracked, and optimized.

Key aspects of these settings include defining the ramp frequency, Ramp frequency default value, how Product Actions should be treated when moving the Term Start Date on Ramp Quotes, and aligning them with your overall process.

Update default settings for ramp deals

Take the following steps to update default settings:

  1. In the navigation bar, navigate to Zuora Config > Quote Studio Settings.
  2. In the left pane, select Default Settings. All default settings of CPQ X are then loaded into the main region.
  3. Configure default settings based on your business needs. 
  4. Click Save at the top right in the main region to save the configuration.
Category Setting Description
Subscription Ramp Frequency Available Values With this setting configured, you can control which values are displayed when Ramp is enabled.
Ramp Frequency Default Value With this setting configured, the specified default ramp frequency is displayed when the Ramp toggle in Quote Studio is enabled
Define how Product Actions should be treated when moving the Term Start Date on Ramp Quotes With this setting configured, you can now define how Order Actions on Ramp Deals realign when updating the Term Start Date in Quote Studio UI. 

This setting offers two options:

Option Description
Default behavior With this option selected, if you change the Term Start Date, no dates will be realigned. This means that the existing Order Actions will remain unchanged, regardless of the Term Start Date adjustment.
Keep Initial (Add Product) Actions aligned to QSD and Realign all future actions relative to the number of days the TSD moved

When this option is selected and you change the Term Start Date, two types of realignment will occur. First, the Initial (Add Product) Actions that were originally aligned to the Quote Start Date (QSD) will remain aligned to the new Term Start Date (TSD).

Second, all future actions that were aligned to specific Interval Start Dates will be realigned to new Interval Start Dates based on the number of days the TSD was changed by. 

Additionally, product actions that were not originally aligned to Interval Start Dates will be realigned relative to the number of days the TSD was changed by.
If Ramp is enabled, allow alignment of RP initial actions to QSD AND do not move Future Dated Actions

This setting will appear only when you select "Align all Initial Actions of any RatePlan timelines to Quote Start Date" option under “Define the default product alignment when Quote start date is changed after products are added".


With this setting configured, the initial Add Product Actions syncs with the Quote Start Date and Future Dated Actions will remain as is.

Regarding Amendment Ramp Deals

  • All new Initial Actions within a Rateplan timeline will be shifted to align with the QSD, while future-dated actions will remain unaltered.
  • Any new Update/Remove actions concerning original products within the Current Interval will be adapted to match the new Quote Start Date.
  • Any new Update/Remove actions targeting original products in future intervals will remain untouched and maintain their current state.

For more information. see Update default settings.

Create custom ramp deals with user-specified intervals

CPQ X enables the configuration of personalized ramp deals using intervals defined by you. This functionality is accessible through the "Custom" option within the input field labeled "Ramp Interval Length." This feature is available for New Quotes, Amend Quotes, and Renew Quotes.

When you select "Custom" in the Ramp Interval Length, it displays another input field named "Number of Intervals" with values ranging from 2 to 12 (2 being the minimum and 12 being the maximum). This field allows you to specify how many intervals you want to break down the entire subscription into.

Custom selection to enter ramp interval length

Depending on the Ramp Interval Length selected, the "Details" section will display a given number of Interval start and end dates.

Details.jpg

We made the “Details” section look chronological by enabling the Interval 2 Start Date first and disabling the others. If you enter a value in the Interval 2 Start Date input field, then the Interval 3 Start Date input field will be enabled, and so forth.

Interval 1 Start Date and Interval last end date fields are auto-calculated and populated and are read-only.

Quote Type Description
New Interval 1 Start Date is the Quote Start Date specified, and Interval Last End Date is calculated based on the Initial Term Length defined.
Renewal Interval 1 Start Date is the Subscription Term Start Date, and Interval Last End Date is calculated based on the Initial Term Length defined.
Amendement Interval 1 Start Date is the Subscription Term End Date, and Interval Last End Date is calculated based on the Initial Term Length defined.

 

Based on the subsequent interval start dates you define, intermediate interval end dates are automatically calculated. For example, assume you define Interval 2 Start Date as 10 Jan 2022, Interval 1 End Date will be automatically calculated as 09 Jan 2022.

Below fields are the driving factors for your custom ramp intervals and thus significantly impact your intervals if any changes are made. If you change any of the below fields after defining ramp intervals and adding products to specific intervals, the system will automatically discard the ramp intervals you defined and the added products to the timeline.

  • Changing the Quote Start Date
  • Disabling the Ramp option
  • Changing the Initial Term

Restrict access to Ramp toggle in Quote studio 

From version 10.13 or later, you can restrict access to create ramp quote to specific profiles for New, Renew, Amend, and Cancel Subscription flows.

To do so, take the following steps:

  1. In your Salesforce org, navigate to Zuora Config > Quote Studio Settings > Restricted Access Config.
  2. Select Ramp Quote Creation from the Feature Name dropdown field.
  3. Select the profiles using the Multi-Select Picklist under the Profiles dropdown.
  4. Tick in the required quote flow type (New, Amend, Renew, and cancel).
  5. Click Save. Quote studio will not display the selected feature for the selected profile.

For more information. see Restrict access to features in Quote Studio.

Limitations

The following limitations exist in the Ramps feature:

  • A maximum of 12 Ramp Intervals is supported in a Ramp.
  • Creating a Pending Subscription is not supported in Ramp.