MSQ Quote Studio user interface
This article provides an overview of the Quote Studio user interface, detailing its components, icons, and actions.
To help you better understand how Quote Studio can streamline your quoting process, this article explains the different page components, icons, and additional UI actions you can leverage through Quote Studio.
Quote Studio page components
The following screenshot is the default Quote Studio page layout after you enter the Quote Studio page in MSQ.
After you click in the Quote information and Subscription information sections, and select subscription-based products and quote line items, the Quote Studio page is changed to:
The following table describes key components on the Quote Studio page, and their corresponding object and field sets in Settings. You can tailor the fields contained in these field sets to better meet your business requirements. To learn how to configure fields in each Quote Studio section, see Customize field sets for CPQ X for more information.
|
Number |
Description |
Object |
Field Set |
|---|---|---|---|
|
1 |
Provides detailed information about the parent quote. The View Parent Quote Summary is added. |
Quote |
Quote Information (zqu__CPQX_Parent_Quote_Information) |
|
2 |
Provides detailed information about the subscription 1 quote. |
Quote |
Quote Information (zqu__CPQX_Quote_Information) |
|
3 |
Provides the overview information of the subscription 1. The subscription term type setting is added. |
Quote |
Overview (zqu__CPQX_Subscription_Overview) |
|
4 |
Provides the terms and conditions of the subscription 1. |
Quote |
Terms And Conditions (zqu__CPQX_Subscription_Terms_And_Conditions) |
|
5 |
Subscription owner information of the subscription 1, including the bill-to contact and sold-to contact. |
Quote |
Billing (zqu__CPQX_Subscription_Billing) |
|
6 |
Lists the key fields for product rate plan charges, such as quantity and price and lists the key charge metrics based on the selected display fields for subscription 1. You can define the sequence in which charges are displayed within a Quote Rate Plan. For more information, see Sequence charges within a Quote Rate Plan .
Note: Product rate plan charge fields for other subscriptions, if applicable, become visible upon expanding the corresponding subscription. |
Charge Display Metrics (zqu__CPQX_Charge_Display_Fields) | |
|
7 |
Displays the summary metrics for Subscription 1 items |
CPQX Subscription Metrics Collapse (zqu__CPQX_Subscription_Metrics_Collapse) | |
|
8 |
Provides the overview information of the subscription 2. |
Overview (zqu__CPQX_Subscription_Overview) | |
|
9 |
Displays the detailed metrics for all the associated subscriptions. |
CPQX Quote Metrics Expand (zqu__CPQX_Quote_Metrics_Expand) |
Quote Studio icons
|
Icon |
Function |
|---|---|
|
|
Click to view the charge metrics of the quote. |
|
|
Click to view the quote history information. |
|
|
Click to create a Future Dated Update to a product on a specific date. |
|
|
Click to create a Future Dated Remove Product Action. This icon does not let you create a Remove Product Action on the Quote Start Date. |
|
|
Click to delete a subscription. |