Update default settings for ramp deals
Learn how to navigate and configure default settings in Quote Studio to align with your business needs.
- In the navigation bar, navigate to Zuora Config > Quote Studio Settings.
- In the left pane, select Default Settings. All default settings of CPQ X are then loaded into the main region.
- Configure default settings based on your business needs.
- Click Save at the top right in the main region to save the configuration.
Category
Setting
Description
Subscription
Ramp Frequency Available Values
With this setting configured, you can control which values are displayed when Ramp is enabled.
Ramp Frequency Default Value
With this setting configured, the specified default ramp frequency is displayed when the Ramp toggle in Quote Studio is enabled.
Define how Product Actions should be treated when moving the Term Start Date on Ramp Quotes
With this setting configured, you can now define how Order Actions on Ramp Deals realign when updating the Term Start Date in Quote Studio UI. This setting offers two options:
Option
Description
Default behavior
With this option selected, if you change the Term Start Date, no dates will be realigned. This means that the existing Order Actions will remain unchanged, regardless of the Term Start Date adjustment
Keep Initial (Add Product) Actions aligned to QSD and Realign all future actions relative to the number of days the TSD moved
When this option is selected and you change the Term Start Date, two types of realignment will occur. First, the Initial (Add Product) Actions that were originally aligned to the Quote Start Date (QSD) will remain aligned to the new Term Start Date (TSD).
Second, all future actions that were aligned to specific Interval Start Dates will be realigned to new Interval Start Dates based on the number of days the TSD was changed by.
Additionally, product actions that were not originally aligned to Interval Start Dates will be realigned relative to the number of days the TSD was changed by.
If Ramp is enabled, allow alignment of RP initial actions to QSD AND do not move Future Dated Actions
This setting will appear only when you select "Align all Initial Actions of any RatePlan timelines to Quote Start Date" option under "Define the default product alignment when Quote start date is changed after products are added".
With this setting configured, the initial Add Product Actions syncs with the Quote Start Date and Future Dated Actions will remain as is.
Regarding Amendment Ramp Deals
- All new Initial Actions within a Rateplan timeline will be shifted to align with the QSD, while future-dated actions will remain unaltered.
- Any new Update/Remove actions concerning original products within the Current Interval will be adapted to match the new Quote Start Date.
- Any new Update/Remove actions targeting original products in future intervals will remain untouched and maintain their current state
For more information. see Update default settings.