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Quote Studio Settings and Configurations for MSQ


Quote Studio Settings and Configurations for MSQ

Outlines Quote Studio Settings in CPQ X for customizing and configuring the quoting experience in MSQ.

Quote Studio Settings in CPQ X pertaining to MSQ are essential for customizing and configuring the quoting experience. This article provides comprehensive information about Quote Studio Settings specifically for MSQ, and how they can be utilized to tailor the quoting process according to your business needs.

These settings encompass a wide range of configuration options, enabling you to customize the quoting process, layout, fields, and functionalities to align with your specific requirements.

Key Quote Studio Settings 

Setting Name Description
Explore the default settings in CPQ X, such as currency settings, subscription, billing and payment, and other settings that establish the baseline behavior for the quoting process.
Configure product filters and quick filters to streamline product selection during quoting.
  • Product filters -  Filter products based on several typical standard fields on the Product and Product Rate Plan objects.
  • Quick filters - Filter products based on your selection from all standard and custom fields on the Product and Product Rate Plan objects.
Customize the fields associated with CPQ objects, such as Quote, Quote Rate plan, Subscriptions, or any other relevant entities. Add, modify, or remove fields based on your specific data requirements. 
Access and configure various administrative settings in CPQ, including enabling Ramp Deal Creation, OLI Creation, Preview On Demand, Flexible Billing, and other administrative functionalities to optimize the quoting process.
Utilize custom component settings to extend the functionality of CPQ by integrating custom-built components. The CPQ X Extensibility Framework feature enables you to easily include your own LWC or Aura components in the Quote Studio sidebar. It can significantly improve the extensibility and usability of Quote Studio. 
Set up restricted access configurations to control user access to specific features, within CPQ X. Define access levels and permissions based on roles or user groups to ensure data security and privacy. Using this feature, you will be able to add a record with a profile and feature name, and that profile will not be able to see the selected feature on the Quote Studio page.
Define different permissions for users related to MSQ. For example, you can allow some users to create new MSQ while others can only create amend or renew MSQ.

In addition to controlling access to MSQ, Feature Access Config lets you manage user permissions for different subscription flows related to MSQ. These flows include New, Amend, Renew. By setting different access levels for each flow, you can ensure that only authorized users can make changes to MSQ.

For instance, you can only allow certain users to create new MSQ while allowing others to amend existing ones.

Cancellation of quotes and the creation of pending subscriptions are not supported within the context of MSQ.

Configure automated email notifications based on various criteria.
Plugins can extend the functionality of CPQ X by providing additional capabilities allowing for enhanced quoting experiences for MSQ.
  1. Default Values Plugin