Configure Quote Studio admin settings

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.

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.

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.

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. 

Note—Quote Studio will still allow you to create ramp deals if the Enable Ramp Metrics setting in Quote Configuration Settings is not enabled. However, the ramp structure will not be sent to Zuora and will not be visible in Zuora Billing or on any amend/renew quotes created for the applicable subscription.

When this setting is enabled, a seamless integration is established between Salesforce and Zuora. Specifically, for each quote record, the List Price (zqu__ListPrice__c) associated with the Flat Fee and Per Unit charge models of every Quote Rate Plan Charge object record will be sent to Zuora. The List Price information is passed into Zuora under the field name "originalListPrice".

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:

• Create quote line items for existing one-time product rate plan charges. 
• Create ad hoc quote line items from scratch. See the Allow ad hoc OLI creation setting to learn more.

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.

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.

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.

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.

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”.

With this setting enabled, you can use Nested Discount rows in a subscription.

See Enable and use Nested Discount Rows in CPQ X for more information.

Enabling this setting allows you to store the preview invoice summaries in the Invoice Item Summary (InvoiceItemSummary__c) object. However, it's only compatible with quotes that don't use Order Line Items. 

Key fields within the Invoice Item Summary object:

• Preview_Invoice_Sequence__c
• Service_Period_Start_Date__c
• Service_Period_End_Date__c
• SubTotal_Amount__c
• Discount_Amount__c
• Tax_Amount__c
• Total_Amount__c

For example: 

• If you want to store preview invoice summaries and you don’t use Order Line Items in your quoting process, you can enable this setting. 

• If you use Order Line Items in your quoting process, enabling this setting will result in an error.

Note that this setting is disabled by default after upgrading to version 10.28 or later.

This setting includes two dropdown options, allowing you to configure the inclusion of the "Specific Update Date" field.

With this setting enabled, you can customize the number of rate plans displayed on each page. By default, the value is set to 20 rate plans per page.

Note that in the given example, if you have 30 rate plans and the default rate plans per page is set to 10, the pagination will function as follows:

• On the first page, you will see the first 10 rate plans, numbered from 1 to 10.
• When you navigate to the second page, it will display the next set of rate plans, again numbered from 1 to 10, rather than starting from 11.

With this setting, you can control how CPQ retrieves the complete Invoice Item Preview at the Charge level, visible in the modal that opens when clicking on a specific Charge Subtotal value. The "Invoice Preview option" setting includes three dropdowns to cater to varying user preferences and quote sizes:
 

1. If you are creating a renewal or amendment quote that includes 30 rate plans and you prefer synchronous data fetching, simply input a value of 30 or higher in the "Max Charges for Loading Optimization" field.
2. If you prefer asynchronous data fetching, input a number less than 30.

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.

• If this setting is enabled, adding a new product or updating a rate plan charge in a ramped quote will default to the Interval Start Date.
• if this setting is disabled, adding a new product or updating a rate plan charge 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.

• When the "View Amend Quote as of Quote Start Date" setting is enabled and the "Hide Original One-Time Charges" setting is disabled, the original One-Time charges will be visible in the amendment and renewal quote types.
• When both the "View Amend Quote as of Quote Start Date" setting and the "Hide Original One-Time Charges" setting are enabled, the One-Time charges will not be visible in the amendment and renewal quote types.

See Enable lookup filters for fields in Quote Studio for more information.

With this setting added in Quotes Version 10.37, you can define how CPQ retrieves the tiers, list price, and effective price for the tiered and volume charges during amendment and renewal. Based on your setting, the tier-level discount will get recalculated based on how the list price and effective price for tiers are retrieved;

We have removed the two settings in Quotes Version 10.37, 'Get Tiers From Zuora Product Catalog' and 'Get Tiers List Price From Product Catalog' as the functionality is now available through this setting

The following are the options for this setting:

• Get Tiers, List Price, and Effective Price from PC; 
  This works like the ‘Get Tiers From Zuora Product Catalog’ settings.
• Get Tiers from Sub; Get List Price from PC; Get Effective price from Sub;
  This works like the ‘Get Tiers List Price From Product Catalog’ settings.
• Get Tiers and List Price from PC; Get Effective price from Sub;
• (Default) Get Tiers and Effective Price from Sub and default tiers List Price to Effective Price;