Edit a pending subscription
Learn how to edit 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).
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Require Customer Acceptance of Orders ("Yes").
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Require Service Activation of Orders ("Yes").
- Ensure that the Salesforce Administrator has provided the necessary permissions.
- In your Salesforce org, navigate to Quote Studio Settings > Feature Access Config.
- Select Edit Pending Subscriptions from the dropdown.
- Select the user's profile who needs access to create a pending subscription.
- Click the Quotes tab.
- Find the quote you want to edit and click the quote name to enter the Quote Detail page.
- Click the Edit Quote (New) button. The Quote Studio page is then displayed.
- Configure quote information and submit the configuration upon completion. See Configure quote information on Quote Studio page for instructions.