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Create new Pending Subscription Quote using Quote Studio

Zuora

Create new Pending Subscription Quote using Quote Studio

In CPQ X, you can create pending subscriptions and set activation dates for the pending subscriptions.

Overview

A Pending Activation Subscription, created using the Pending Subscription feature in CPQ X, is a subscription in which the Service Activation Date or the Customer Acceptance Date is left blank (dates are being set as required in the Billing Settings in Zuora).
Therefore, when a charge is set to trigger on Customer Acceptance and there is no Customer Acceptance Date specified, then preview metrics cannot be generated for that charge. This is due to the blank trigger date.

In the Quote Studio, the Preview Request passes in the Service Activation Date and the Customer Acceptance Date as the Quote Start Date for Pending subscription creation, which allows the UI to show an example of how the metrics will look if the subscription is activated immediately as of Quote Start Date with all necessary Service Activation Dates and Customer Acceptance Dates. While creating the Preview Request to get metrics for the Quote PDF, the Service Activation Date and Customer Acceptance Date are left blank to accurately reflect the Billing Engine metrics for the Orders being created.

Currently, Quote Studio does not support guided selling flow for pending subscriptions.

Prerequisites

  1. In the Zuora tenant, navigate to BillingDefault Subscription and Order Settings section, set the below settings to Yes (Default value should be “No”).
    • Require Customer Acceptance of Orders (“Yes”).

    • Require Service Activation of Orders (“Yes”).

Permissions

You should have the following permissions to create, edit, and activate pending subscriptions.

Permission for Creating a Pending Subscription

  1. In your Salesforce org, navigate to Quote Studio Settings > Feature Access Config.
  2. Select Create Pending Subscriptions from the dropdown.
  3. Select the user’s profile who needs access to create a pending subscription. 

Permission for Editing a Pending Subscription

  1. In your Salesforce org, navigate to Quote Studio Settings > Feature Access Config.
  2. Select Edit Pending Subscriptions from the dropdown.
  3. Select the user’s profile who needs access to edit a pending subscription. 

Permission for Activating a Pending Subscription

  1. In your Salesforce org, navigate to Quote Studio Settings > Feature Access Config.
  2. Select Activate Pending Subscriptions from the dropdown.
  3. Select the user’s profile who needs access to activate a pending subscription. 

Create a Pending Subscription

Procedure

To create a pending subscription, take the following steps:

  1. In your Salesforce org, navigate to the Account Detail page of an account.
  2. Click the New Quote (New) or New Quote 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 Pending Subscription on the right. The New Pending Subscription Quote page is displayed.
  5. Configure quote information and submit the configuration upon completion. See Configure quote information on Quote Studio page for instructions.

Edit a Pending Subscription

Procedure

Take the following steps to edit a pending subscription:

  1. Click the Quotes tab.
  2. Find the quote you want to edit and click the quote name to enter the Quote Detail page.
  3. Click the Edit Quote (New) button. The Quote Studio page is then displayed.
  4. Configure quote information and submit the configuration upon completion. See Configure quote information on Quote Studio page for instructions.

Activate a Pending Subscription

Take the following steps to activate a pending subscription by setting the Subscription Activation Dates:

  1. Navigate to Billing Account and Subscription selector Page (the page right after New Quote (New) button is clicked). The Set Activation Dates button can be found where the Amend, Renew, and Cancel icons are usually found.

  1. Click Set Activate Dates button, the "Subscription: Set Activation Dates" modal pop-up will then appear to set activation dates.
  2.  Enter the dates in Service Activation and Customer Acceptance field.

  1. Click Save.