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Create amendment or renewal quote in MSQ

Learn how to create an amendment or renewal quote in MSQ by following these steps.

Refer to prerequisite details.

  1. In your Salesforce org, navigate to the Account Detail page of an account or the Opportunity Detail page of an opportunity.
  2. Click the New Quote (New) button.
  3. In the area of Step 1: Select a Billing Account , select a billing account from the table. After a billing account is selected, all subscriptions associated with this account are displayed in Step 2: Select a Subscription area.
  4. Select the desired subscriptions by checking the checkbox on the left side of each subscription.
  5. (Optional) You can also Click the Amend Icon amend or Renew Icon renew icon to create an amendment or renew a subscription, similar to a single quoting flow.
  6. Click Amend Selected or Renew Selected button. The system will fetch subscription products from Zuora in the background and load products to the amendment or renewal quote once the process is complete.

    In Zuora Quotes version 10.59 and later, the Amend Selected Subscriptions and Renew Selected Subscriptions buttons are renamed Amend Selected and Renew Selected, respectively.

  7. Configure quote information and submit the configuration upon completion.