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MSQ Quote Studio user interface


MSQ Quote Studio user interface

To help you better understand how Quote Studio can streamline your quoting process, this article explains the different page components, icons, and additional UI actions you can leverage through Quote Studio.

Quote Studio page components

The following screenshot is the default Quote Studio page layout after you enter the Quote Studio page in MSQ.

After you click icon_collapose in the Quote information and Subscription information sections, and select subscription-based products and quote line items, the Quote Studio page is changed to:


The following table describes key components on the Quote Studio page, and their corresponding object and field sets in Settings. You can tailor the fields contained in these field sets to better meet your business requirements. To learn how to configure fields in each Quote Studio section, see Customize field sets for CPQ X for more information.

Number  Description Object Field Set 
1 Provides detailed information about the parent quote. The View Parent Quote Summary is added. Quote Quote Information
2 Provides detailed information about the subscription 1 quote. Quote Quote Information
3 Provides the overview information of the subscription 1. The subscription term type setting is added. Quote Overview
4 Provides the terms and conditions of the subscription 1. Quote Terms And Conditions
5 Subscription owner information of the subscription 1, including the bill-to contact and sold-to contact. Quote Billing
6 Lists the key fields for product rate plan charges, such as quantity and price and lists the key charge metrics based on the selected display fields for subscription 1.

Note: Product rate plan charge fields for other subscriptions, if applicable, become visible upon expanding the corresponding subscription.
  Charge Display Metrics
7 Displays the summary metrics for Subscription 1 items   

CPQX Subscription Metrics Collapse

8 Provides the overview information of the subscription 2.    Overview
9 Displays the detailed metrics for all the associated subscriptions.   CPQX Quote Metrics Expand

Quote Studio icons

The following table lists icons displayed on the Quote Studio page and their functions:

Icon Function
  View charge metrics Click to view the charge metrics of the quote.
  subscription history Click to view the quote history information.
clipboard_e3a4f5a0ff82e4daac8dbf7dedc42f697.png Click to create a Future Dated Update to a product on a specific date.
clipboard_e402698248c1015bfb18dfed9acb5248a.png Click to create a Future Dated Remove Product Action. This icon does not let you create a Remove Product Action on the Quote Start Date.
 clipboard_e77c2cb4cfea3632c05c5c52286ab9b96.png Click to delete a subscription.