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Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies

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Quote Studio settings and configurations for MSQ

Configure Quote Studio field editability based on quote type - MSQ

Learn how to configure Quote Studio field editability for different quote types in MSQ.

CPQ X allows you to do the following Quote Studio field configuration based on the supported quote type - new subscription quote, amendment quote, renewal quote for MSQ.

  • Hide fields

  • Set read-only fields

  • Disable fields to be updated

Note: Cancellation of quotes not supported within the context of MSQ.

To configure a field based on quote type:

To apply the same configuration to both MSQ and Standard Quoting , create two separate rows. One row should have the checkbox selected (for MSQ), and the other row should have it deselected (for Standard Quoting).

  1. In your Salesforce org, navigate to Zuora Config > Quote Studio Settings > Object Fields Config .
  2. Select the ONLY FOR MSQ checkbox. If this box is left unchecked, the configuration will exclusively apply to the Standard Quoting flow and will not affect MSQ.
    Note: To apply the same configuration to both MSQ and Standard Quoting, create two separate rows. One row should have the checkbox selected (for MSQ), and the other row should have it deselected (for Standard Quoting).
    Configuration selection
  3. Move your cursor to the field in the Object + Field column. The Browse and Select Field dialog opens.
  4. Select one of the following objects in the left pane, then the labels of all available fields on this object are displayed in the right pane:

    • Quote

    • Quote Rate Plan

    • Quote Rate Plan Charge

    • Quote Charge Tier

    • Quote Amendment

    • Subscription

  5. In the right pane, select the field you want to configure.
  6. Click Select . Then, the selected field entry is added to the table.
  7. Select one of the properties for this field from the dropdown list for the New, Renew, Amend, and Cancel quote. The following options are available:

    • None : With this option selected, clears the chosen behavior (Read Only, Disabled, or Hidden) without deleting the field entry.

    • Read Only : With this option selected, the field value is a read-only value that is automatically populated by system.

    • Disabled : With this option selected, the field is displayed in the disabled mode and does not allow for updating.

    • Hidden : With this option selected, the field is not displayed in the quote creation page of the selected quote type.

  8. (Optional) Enter the filter criteria to apply the configuration to those object fields. .
  9. (Optional) To define user profiles for the selected Object/Field, enable Apply to Specific Profiles toggle and select the User profiles.
  10. (Optional) Click Icon Add to add configure a new field, or click Icon Remove to remove a field configuration.
  11. Click Save to save the configuration.

Last updated: October 24, 2025