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Activate pending subscriptions

Learn how to activate pending subscriptions in CPQ X using Quote Studio.

Ensure that the following settings in the Zuora tenant navigate to Billing > Default Subscription and Order Settings section, are set to Yes. The default value is No).
  • Require Customer Acceptance of Orders ("Yes").

  • Require Service Activation of Orders ("Yes").

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

  1. Ensure that the Salesforce Administrator has provided the necessary permissions.
    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 create a pending subscription.
  2. 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.
  3. Click Set Activate Dates button.
    The Subscription: Set Activation Dates window displays to set activation dates.
  4. Enter the dates in Service Activation and Customer Acceptance field.
  5. Click Save.