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Manage Products in Quotes

Zuora

Manage Products in Quotes

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The Microsoft CPQ gives you high flexibility to configure products for quotes. The following list provides the typical use cases to manage products in a quote:

  • Add a product
  • Update a product
  • Remove a product

Manage Products

Add a product

To add a product to a  subscription:

  1. In the product selection area on the Quote page, click Add Zuota Product.
  2. Find the product you want to add to the subscription, hover over the product, and select the check box.
  3. Click Add To Quote. The selected product is then added to the subscription. 

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  1. Click Save at the top right of the Quote Studio page.

Update a product  

To update the price or charge details for a subscription to be effective from a specific date, take the following steps:

  1. In the product selection area on the Quote page, find the product you want to update, then click Edit.
  2. In the resulting Quote line screen, update the quantity, discount, or price of the new charge item as needed. 

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  1. Click Save at the top right of the Quote Studio page.

Remove a product

To remove a product from a quote  take the following steps:

  1. In the product selection area on the Quote page, select the product you want to remove.
  2. Click clipboard_e98a9a7bf909bb07160ea2eeb8f7d03c3.png  and select Delete Quote Line. The Confirm Product Removal dialog opens.

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  1. Click Delete to remove the product.
  2. Click Save at the top right of the Quote Studio page.