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

Modify term length or subscription term start date in renewal quote

Learn how to modify the term length or subscription term start date in a renewal quote using the Flexible Renewal feature in Quote Studio.

Starting with Quotes version 10.34, after creating a subscription quote, you can modify the current subscription version's term within the Renew Quote Flow by modifying the Renewal Term Start Date.

You can use the toggle, Flexible Renewal Start Date , to modify the current subscription version's term length/term period type (with a T&C Update Order Action). With the same toggle, you can also modify the renewal term start date (QSD) directly, and Quote Studio will auto-calculate the Current Term Length and Period Type to achieve the entered renewal term start date (QSD). You can define access to this feature for specific profiles via the Flexible Renewal feature in the Feature Access Config.

To modify the initial terms, you must enable the Flexible Renewal setting.

  1. Enable the Flexible Renewal setting.
    1. Navigate to Quote Studio Settings > Feature Access Config in your Salesforce org.
    2. Select Add.
    3. From the Feature Name dropdown, select Flexible Renewal,
    4. In the Profiles field, select the user profile.
    5. Enable the Renew Quote field.
    6. Click Save.
  2. Add the Flexible Renewal Start Date field to any field set for Quote Studio, such as the CPQX_Subscription_Terms_And_Conditions field set. It is recommended that you add other fields like Renewal Subscription Term Start Date and Renewal Subscription Term End Date as follows.
    Field sets for Flexible Renewal Start Date
  3. Create a renewal quote in CPQ X Quote Studio.
  4. Enable the Flexible Renewal Start Date toggle. Note that this toggle is visible only if you add the feature access ( Flexible Renewal ) to the Feature Access Config for the current user's profile. The Current Term , Initial Term Period Type , Renewal Subscription Term Start Date , and Start Date (QSD) fields become editable.
  5. Modify the initial term length, subscription term start date, or start date based on your need. The renewal start date is updated based on the changes made. Changing the Renewal Subscription Term Start Date updates the Start Date (QSD) to the same date and vice versa. Hence, these two fields will always have the same value.
    Note:

    • If you modify the start date or the subscription term start date and add products other than the original one, a popup displays options to define how to treat product actions when moving the term start date. For more information, see Modal Pop-up when Quote Start Date is Moved.

    • After you modify the initial terms and disable the Flexible Renewal Start Date toggle, a confirmation popup displays, informing you that the system will discard your changes.

    • If you extend or shrink the initial term in an early renewal quote, the quote metrics are affected by the extended or shrunk period of the initial term.

Last updated: October 10, 2025