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Create MSQ in CPQ X

Learn how to create a Multi-Subscription Quote (MSQ) in CPQ X.

Prerequisites

  • Before starting using MSQ, ensure that your Salesforce administrator has completed all necessary configuration.

  • Familiarize yourself with the Quote Studio page. See MSQ Quote Studio user interface to learn different components, icons, and additional actions you can take in Quote Studio.

  • Ensure that the opportunity against which you want to create a quote has been associated with an account.

  • The New Quote (New) button has been added to the Opportunity Detail or Account Detail page. See Configure Opportunity, Account, and Quote page layouts for more information.

  • The Multi Sub Preview and Multi Sub Send to Zuora buttons have been added to the MSQ Quote Detail page. See Configure Opportunity, Account, and Quote page layouts for more information.

Points to remember

  • By default, Subscription 1 will be in the expanded view, while other subscriptions will be in the collapsed view.
  • Loading time for preview metrics is dependent on the number of subscriptions.
  • The success message notification for sending the quote to Zuora will take some time to load, and the duration is influenced by the number of subscriptions.