Quote detail page for Multi Subscription Quoting
The CPQ X Quote Detail Page for Multi Subscription Quoting allows customization of field visibility from the CPQ X field set within the managed package.
The CPQ X MSQ Details page allows you to display Multi Subscription Quoting (MSQ) information on the Salesforce Lightning Quote Detail record page.
CPQ X provides two ways to work with a MSQ Quote.
Use Quote Studio to create and edit an MSQ, add subscriptions, configure products and charges, and set billing options.
Use the CPQ X MSQ Details page to view a read-only summary of the submitted MSQ, including the parent quote and child quotes, on a dedicated tab on the Lightning Quote Detail record page.
The CPQ X Quote Detail Page for MSQ provides the option to expose all fields available under the field set of CPQ X that has already been exposed within the managed package. The configuration can be adjusted based on your preferences. For information about configuring field sets for Quote Studio, see Customize field sets for CPQ X.
Page structure
The CPQ X MSQ Details page is rendered by a dedicated Lightning Web Component that organizes MSQ data in a hierarchical layout.
Parent Quote section: Displays fields from the order-level parent quote.
Child Quote sections: Displays one collapsible section for each child subscription below the parent quote.
Configured subsections: Each section is divided into subsections based on the field sets that you configure.
Product rate plan sections: The Parent Quote section always includes a Product Rate Plans and charges subsection, and each Child Quote section always includes a Product Rate Plans table. These sections are built into the component and do not require field set configuration.
Available MSQ field sets
The following field sets are available for the CPQ X MSQ Details page. All field sets are on the Quote object unless otherwise noted.
Parent Quote field sets
Use these field sets in the Parent Quote Field Set(s) property. These field sets surface order-level and header-level information.
| Field set label | API name | Default fields | Description |
|---|---|---|---|
| Parent Quote Information | zqu__CPQX_Parent_Quote_Information | Quote Name, Account, Opportunity, Quote Order Date, Is Parent Quote | Use this field set as the primary field set for the Parent Quote section. |
| Billing | zqu__CPQX_Subscription_Billing | Account, Bill To Contact, Sold To Contact, Bill Cycle Day, Currency, Billing Batch | Use this field set to show order-level billing account details, including Invoice Owner and Subscription Owner fields for the order-level billing account established at quote creation. |
| zqu__CPQX_Subscription_Billing_CustomFields | None | Used this field set to display custom fields in the Billing section of Quote Studio, specifically in the Additional Fields area under Billing. | |
| Additional Fields | zqu__CPQX_Parent_Quote_Info_CustomFields | None | Use this field set to display custom Quote fields with the standard Parent Quote Information fields. |
| Quote Summary | zqu__CPQX_Quote_Summary | Account, Opportunity, Valid Until, Start Date | Use this field set to display the summary information of the quote, including the associated account and opportunity. |
Child Quote field sets
Use these field sets in the Child Object Field Set(s) property. Each field set renders as a separate subsection in each Child Quote section.
| Field set label | API name | Default fields | Description |
|---|---|---|---|
| Quote Information | zqu__CPQX_Child_Quote_Information | Quote Name, Account, Opportunity, Valid Until, Start Date, Primary | Use this field set to show quote-level header fields for each child subscription. Note: Beginning with Quotes version 10.40, this field set replaces |
| Overview | zqu__CPQX_Subscription_Overview | Subscription Term Type | This field set typically also displays Term Start Date, Subscription Term End Date, and Flexible Renewal Start Date when those fields are populated. |
| Terms And Conditions | zqu__CPQX_Subscription_Terms_And_Conditions | Term Start Date, Initial Term, Auto Renew, Renewal Setting, Renewal Term, Invoice Separately | Use this field set to display subscription term details for each child subscription. |
| Billing | zqu__CPQX_Subscription_Billing | Account, Bill To Contact, Sold To Contact, Bill Cycle Day, Currency, Billing Batch | Use this field set to display child-level billing account details, including Invoice Owner and Subscription Owner resolved for that child subscription. |
| Subscription Owner | zqu__CPQX_Subscription_Owner | Subscription Owner Type, Billing Account Name, Bill To Contact, Sold To Contact, Bill Cycle Day, Currency, Billing Batch, Subscription Owner, Invoice Owner | Use this field set to display Subscription Owner and Invoice Owner information for each child subscription. |
| Subscription Billing Attributes | zqu__CPQX_Subscription_Billing_Attributes | Subscription Bill To Contact, Subscription Sold To Contact, Subscription Payment Term, Subscription Invoice Template, Subscription Sequence Set, Invoice Group Number | Use this field set to display subscription-level billing attribute overrides. |
| CPQX Quote Metrics Expand | zqu__CPQX_Quote_Metrics_Expand | Quote Sub-Total, Inline Discount, Total Discount, Total Tax, Quote Total | Use this field set to display detailed quote-level metrics for each child subscription. |
| CPQX Subscription Metrics Expand | zqu__CPQX_Subscription_Metrics_Expand | Subscription Subtotal, Inline Discount, Discount, Subscription Tax, Subscription Total | Use this field set to display detailed subscription-level metrics for each child subscription. |
| Additional Fields | zqu__CPQX_Child_Quote_Information_CustomField | None | Use this field set to display custom Quote fields with child subscription data. |
| zqu__CPQX_Subscription_Overview_CustomFields | None | Use this field set to display custom fields in the Overview section as Additional Fields in Quote Studio. | |
| zqu__CPQX_Subscription_TAndC_CustomFields | None | Use this field set to display custom fields as Additional Fields in the Terms And Conditions section. | |
| zqu__CPQX_Child_Quote_Information_CustomFields | None | Use this field to add or display custom Quote fields in the child quote/child subscription sections of the MSQ details page. Note: Beginning with Quotes version 10.40, this field set replaces |
Example configuration
The following example configuration provides a comprehensive view of parent and child quote data. Adjust the field set selection and ordering to match your organization's review and reporting needs.
Parent Quote Field Set(s): zqu__CPQX_Parent_Quote_Information,zqu__CPQX_Subscription_Billing.
Child Object Field Set(s): zqu__CPQX_Subscription_Overview,zqu__CPQX_Subscription_Terms_And_Conditions,zqu__CPQX_Subscription_Billing,zqu__CPQX_Subscription_Owner,zqu__CPQX_Quote_Metrics_Expand.
This configuration renders the page in the following order:
Parent Quote section
Parent Quote Information
Billing
Product Rate Plans and charges
Child Quote section
Overview
Terms And Conditions
Billing
Subscription Owner
CPQX Quote Metrics Expand
Product Rate Plans
Other considerations
Field set ordering is significant. Sections render in the same order in which you list the field sets in the configuration input.
Parent Quote Field Set(s) and Child Object Field Set(s) are independent. A field set added to the parent property appears only in the Parent Quote section, and a field set added to the child property appears in every Child Quote section.
You can use the same field set in both properties. For example,
zqu__CPQX_Subscription_Billingcan be added to both properties and renders independently in each context.This page is for viewing submitted quote data, not editing it. To edit an MSQ, use Quote Studio through the Edit Quote (New) button on the Quote record.
The product rate plan section is always included regardless of field set configuration.
To display custom Quote fields without modifying the standard field sets, add them to
zqu__CPQX_Parent_Quote_Info_CustomFieldsorzqu__CPQX_Child_Quote_Information_CustomField.Some field sets are shared with Quote Studio. Changes to shared field sets such as
zqu__CPQX_Subscription_Billingandzqu__CPQX_Subscription_Terms_And_Conditionsaffect both the Lightning page and Quote Studio.