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Zuora CPQ

Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies
Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies

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Advanced CPQ functionalities

Create new pending subscription quote using Quote Studio

Learn how to create 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").

Other considerations:

  • No Future-Dated Update Actions: In a pending subscription, the ability to make future-dated update actions is restricted. Any modifications to the subscription, such as changes to quantities or billing periods, must take effect immediately upon activation.

  • No Ramp Quotes: Creating ramp quotes within a pending subscription is not allowed. Pending subscriptions are designed for straightforward, immediate activation, and do not support complex pricing structures or gradual rate changes over time.

  • No Future-Dated Remove Actions: Similar to update actions, removing items or components from a pending subscription with future-dated removal dates is not permitted. Removal actions must also occur immediately upon subscription activation.

  • Amendments and Renewals in Active State Only: To amend or renew a pending subscription, it must first transition to an active state. Until then, any changes to the subscription terms or products will not be possible. Once the pending subscription is activated, you can proceed with amendments and renewals as needed.

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

A 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.

For more information, see Preview pending subscription .

Note that when dealing with pending subscriptions, the Include in Create Subscription (zqu__IncludeInCreateSubscription__c) field in the Quote object (zqu__Quote__c) will always be selected, resulting in just one order action labeled Create Subscription. Conversely, for standard subscriptions, this checkbox will remain unchecked.

Note:

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

  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 Create Pending Subscriptions from the dropdown.
    3. Select the user's profile who needs access to create a pending subscription.
  2. As a Salesforce in your Salesforce org, navigate to the Account Detail page of an account.
  3. Click the New Quote (New) or New Quote button.
  4. In the area of Step 1: Select a Billing Account , select a billing account from the table.
  5. In the area of Step 2: Select a Subscription , click Pending Subscription on the right. The New Pending Subscription Quote page is displayed.
  6. Configure quote information and submit the configuration upon completion. See Configure quote information on Quote Studio page for instructions.

Last updated: October 10, 2025