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Combine guided selling with Quote Studio

Zuora

Combine guided selling with Quote Studio

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If you have built your guided selling process in Zuora Quotes and want to use it together with Quote Studio, you can combine the Quote Studio page with your guided selling flow 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

Prerequisites

Procedure

Add Quote Studio to quoting flows through Quote Wizard

You can configure Quote Wizard based on the intended use case. The following list provides the supported use cases to use Quote Studio with guided selling flows:

  • Use Quote Studio to configure quote details, then use the existing Edit Products and Charges page to configure products and charges.
  • Use the existing quote creation pages to configure quote details, then use Quote Studio to configure products and charges.

The following table includes the Quote Wizard quoting flow and detailed configuration steps for each use case:

Use case Updated Quote Wizard quoting flow Configuration steps
Use Quote Studio to configure quote details, then use the guided selling page to configure pricing.
  1. Use Quote Studio to create a quote (zqu__QuoteStudio)
  2. Edit Products and Charges (zqu__EditQuoteProducts)
  1. Navigate to Zuora Config > Quote Wizard Settings.
  2. Select a subscription type from the Subscription Type dropdown list. For example, New Subscription.
  3. Click Edit.
  4. In the Quote Wizard Steps table, update Step #1 by selecting zqu__QuoteStudio for the Visual Force Page column and updating the description for the Progress Bar Text column.
  5. Click Remove for Step #2 to remove this step.
  6. Click Save to save the configuration.
Use the Zuora Quotes guided selling pages to configure quote details, then use Quote Studio to configure pricing.
  1. Select Billing Account and Quote Type (zqu__quoteEnhancement)
  2. Provide Quote, Account, and Subscription Term Details (zqu__CreateQuote)
  3. Use Quote Studio to configure pricing (zqu__QuoteStudio)
  1. Navigate to Zuora Config > Quote Wizard Settings.
  2. Select a subscription type from the Subscription Type dropdown list. For example, New Subscription.
  3. Click Edit.
  4. For Step #3 in the table, select zqu__QuoteStudio from the dropdown list in the Visual Force Page column, and optionally update the Progress Bar Text column.
  5. Click Save.

Enable Navigate to Quote Studio After Select Products setting

You can enable the Navigate to Quote Studio After Select Products Quote Studio setting without making changes to guided selling quote flows to use Quote Studio with guided selling flow.

With the Navigate to Quote Studio After Select Products setting enabled, users will directly enter Quote Studio to configure pricing after products are selected in Zuora Quotes guided selling pages. It allows users to do a final review or configuration in Quote Studio before submitting the quote.

Take the following steps to enable this setting:

  1. In your Salesforce org, navigate to Zuora Config > Quote Studio Settings > Admin Config.
  2. Switch the Navigate to Quote Studio After Select Products toggle to Active.
  3. Click Save.

See Navigate to Quote Studio After Select Products for more information.