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

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 or Renew icon to create an amendment or renew a subscription, similar to a single quoting flow.
6. Click Amend Selected Subscriptions or Renew Selected Subscriptions 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.

   

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