Pending Subscription Quote in Quote Studio
Manage pending subscriptions in CPQ X, including setting activation dates and understanding the implications of blank trigger dates on preview metrics.
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.
Currently, Quote Studio does not support guided selling flow for pending subscriptions.