<body id="concept-1794"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">Send a Quote to Zuora</h1><div class="body conbody"><p class="shortdesc">This article provides a step-by-step guide on sending a quote to Zuora from Salesforce, including detailed information on the necessary fields.</p><p class="p"><a class="xref j-external-link" href="https://zuora.deploy.heretto.com/v4/deployments/QPAZk6lsgXwvotedNERE/object/ce7a46dd-70c3-4759-bacc-a686c6834349?jwt=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJodHRwczovL2pvcnNlay5jb20vZXpkX29yZ2FuaXphdGlvbiI6Inp1b3JhIiwiaHR0cHM6Ly9qb3JzZWsuY29tL2V6ZC9vYmplY3RfdXVpZCI6ImNlN2E0NmRkLTcwYzMtNDc1OS1iYWNjLWE2ODZjNjgzNDM0OSIsImV4cCI6MTc2NDQyNzI5NiwianRpIjoiYzhlZWY4NjQ4MzEzNGVhYThiMWJjZjEzNjg0NGM1ZTciLCJodHRwczovL2pvcnNlay5jb20vZXpkX2ZpbGVzZXQiOiIydHlaTmFoUWRnRll3dUd0VHVrQiJ9.tiwPnKWva2vnlxXASjcEQP5Yy_qdmam3-TJlhEjCRWk&amp;response-content-disposition=filename%3D%22Send_a_Quote_to_Zuora_-_Zuora.pdf%22" target="_blank">Send_a_Quote_to_Zuora_-_Zuora.pdf</a></p></div></article></main></body>

The Zuora Rules Engine facilitates configurable validation, dynamic pricing, and automatic product management in the quoting process, allowing Salesforce Administrators to automate actions based on specific conditions.

Legacy CPQ Rules Engine

zuora-cpq/legacy-cpq/prerequisites-for-using-legacy-cpq

Encompasses the earlier versions of Zuora Quotes, specifically versions 9.xx and any releases that came before them

Legacy CPQ

This article provides an overview of document generation functionalities in Legacy CPQ, focusing on generating quote files, configuring quote template settings, and customizing invoice template settings.

Document generation in Legacy CPQ

This article provides a step-by-step guide on sending a quote to Zuora from Salesforce, including detailed information on the necessary fields.

Send a Quote to Zuora

zuora-cpq/legacy-cpq/send-a-quote-to-zuora

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Overview of Zuora CPQ, a managed package on Salesforce that simplifies managing subscriptions, amendments, and renewals

Overview

CPQ X enhances quoting efficiency and accuracy with Quote Studio, a modern Salesforce UI offering live metrics, extensibility, and API support

Zuora CPQ setup

CPQ X enables efficient creation and management of subscription quotes—including new, amendment, renewal, and cancellation

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Quote Studio Settings in CPQ X are essential for customizing and configuring the quoting experience

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