home

Zuora CPQ

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

Welcome to Zuora Product Documentation

Explore our rich library of product information

Show Contents

thumbnailZuora CPQ

Advanced CPQ functionalities

Create quote line items for existing one-time charges

Learn how to create quote line items for existing one-time charges in Quote Studio by enabling the necessary settings and following the outlined steps.

  • Ensure that the Enable OLI Creation in Quote Studio setting is enabled in Quote Studio Settings. With this setting enabled, you can search and browse existing one-time charges, and create quote line items for them.

  • Ensure that you have the Order Line Items feature enabled for your Zuora tenant.

  • If you want to create ad hoc quote line items from scratch, ensure that the Allow ad hoc OLI creation setting is enabled in Quote Studio Settings.

For more information about the settings for quote line items creation, see Configure Quote Studio admin settings.

Other considerations:

When working with Order Line Items (OLIs) in CPQ X, you may encounter the following limitations:

  • Rules Engine: The Rules Engine in the system does not currently recognize or support Order Line Items. This means you may encounter limitations when configuring rules specifically for Order Line Items.

  • Billing Trigger Rule field: At the time of Quote creation, it is not currently possible to update the Billing Trigger Rule field for Order Line Items. This limitation means you cannot modify or set the billing trigger rule specifically for an Order Line Item during the Quote creation process.

Quote line items are non subscription based items created in a quote, representing transactional charges such as one-time fees, physical goods, or professional service charges that are not sold as subscription services. In addition to the subscription business model, CPQ X also allows you to launch non-subscription and unified monetization business models, which can be sent to Zuora for future processing.

After quote line items are sent to Zuora, they are converted to order line items .

CPQ X supports the creation of:

  • One or more product subscriptions.

  • One or more quote line items.

  • A hybrid quote containing both product subscriptions and quote line items.

Within Quote Studio, you have two options to create quote line items:

  • Create quote line items for existing one-time product rate plan charges.

  • Create ad hoc quote line items from scratch.

  1. In the Non-Subscription Items section, enter the keyword in the search bar to search for an existing one-time charge, then select the target charge from the dropdown list. The selected one-time charges are then added to the table. Repeat this step until you have added all intended one-time charges.
  2. Alternative to Step 1, you can leverage the Browse Products button in the Non-Subscription Items section to select product rate plans.
    1. Click Browse Products .
    2. Find the one-time product rate plan charge upon which the quote line item will be created, hover over the charge and click icon_add . Repeat this step until you have added all intended one-time charges.
    3. Click Add Selections . The selected one-time charges are then added to the table in the Non-Subscription Items section.
  3. Click the name of the quote line item you want to edit, and update the fields based on your needs. See Introduction to quote line item fields for detailed information about each field.
  4. Proceed to configure other Quote Studio settings, or click Submit to submit the quote.

Last updated: October 10, 2025