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Ramp deals in CPQ X

Understand the configuration and management of ramp deals in CPQ X, allowing future dated amendments in Zuora Quotes.

A ramp deal is a set of time-based periods where products or pricing can change. You initially set up a ramp deal, and then you make ongoing updates to the set of time-based periods where prices can change. These changes are referred as future dated amendments in Zuora Quotes. You can set up ramp deals and make future dated updates to the quote charges by yearly, quarterly, semi-annual, and monthly periods. Then, you submit the multi-action quotes with future dated amendments to Zuora as a new order.

When the ramp deal feature is enabled, the charge segments of the quote appear, grouped by ramp period in Lightning Guided Product Selector. When you update a field in a charge segment, e.g., Effective Price or Discount, the changes become effective as of the start date of that ramp period.

Ramp deals are supported:

  • In Lightning Guided Product Selector

  • For the New Subscription quotes

  • For the Amend Subscription quotes

  • For the Renew Subscription quotes