Quote

Valid Date

Specify the term of the quote.

Calculate Quote Metrics Through

Select one of the following options to determine how to calculate quote metrics:

• Specific number of Billing Period(s) (1-36) .

• End of Term . If selected, Evergreen Subscription metrics are calculated for one billing period.

This selection becomes the default for each new quote. You can override this default on individuals quotes as needed from the Quotes Detail page.

See Quote Metrics Calculation Period for more information.

Order submission Status

With this setting enabled, you have the flexibility to create Quotes that, when sent to Zuora, can generate orders in either Draft or Completed status, depending on your requirements.

Subscription

Subscription Term Type

Select the default subscription term type, Termed or Evergreen . This default setting specifies whether the subscription has a set term (in number of months) until which it expires (Termed), or whether the subscription does not expire (Evergreen).

Term Start Date

Specify the start date of the subscription.

Initial Term

Specify the initial term of the subscription. It is applicable to only termed subscriptions. This field becomes read-only when creating a Renewal Quote. The Renewal Term field will control the Current Term of the Renewal Subscription.

Auto-Renew

Switch the toggle to auto renew the subscription. If enabled, a new termed subscription quotes are automatically renewed when the initial term terminates. It is applicable to only termed subscriptions.

Renewal Term

Specify the renewal term for termed subscriptions. It is applicable to only termed subscriptions.

Ramp Frequency Available Values

With this setting configured, you can control which values are displayed when Ramp is enabled.

Ramp Frequency Default Value

With this setting configured, the specified default ramp frequency is displayed when the Ramp toggle in Quote Studio is enabled

Define how Product Actions should be treated when moving the Term Start Date on Ramp Quotes

This setting offers two options:

With this setting configured, you can now define how Order Actions on Ramp Deals realign when updating the Term Start Date in Quote Studio UI.

Define the default product alignment when Quote start date is changed after products are added

Specify the default option you want to see or execute in CPQ X UI when you add or update products on the subscription and change the Quote Start Date.

See Configure modal pop-up when Quote Start Date is moved after product selection for more information.

Show Quote Start Date Pop-up

This setting determines whether or not the modal popup will display on Quote Studio UI. This must be used in conjunction with "Define the default product alignment when Quote start date is changed after products are added" setting

If Ramp is enabled, allow alignment of RP initial actions to QSD AND do not move Future Dated Actions

This setting will appear only when you select "Align all Initial Actions of any RatePlan timelines to Quote Start Date" option under “Define the default product alignment when Quote start date is changed after products are added."

With this setting configured, the initial Add Product Actions syncs with the Quote Start Date and Future Dated Actions will remain as is.

Regarding Amendment Ramp Deals

• All new Initial Actions within a Rateplan timeline will be shifted to align with the QSD, while future-dated actions will remain unaltered.

• Any new Update/Remove actions concerning original products within the Current Interval will be adapted to match the new Quote Start Date.

• Any new Update/Remove actions targeting original products in future intervals will remain untouched and maintain their current state.

Note that this configuration is not compatible with ramp quotes involving custom ramp intervals.

Allow users to select an option other than the default

With this setting configured, you will see a modal with all three options when you change the Quote Start Date after product selection.

You will be able to select a different option if desired, but the initial option defined under Define the default product alignment after products are added setting will be selected by default.

Billing & Payment

Payment Method

Select the default payment method used to pay invoices.

Currency

Specify the currency that you want to use. For example, USD .

Bill Cycle Day

Specify the day of the month on which to bill your customers. You must also activate the same bill cycle day in Zuora Billing.

Batch

Specify the default batch. Batches allows for the grouping of customer accounts, which facilitates separate processing.

Bill To Contact Filter

Specify how you want to filter bill-to contacts.

Sold To Contact Filter

Specify how you want to filter sold-to contacts.

Invoice Separately

Switch the toggle to specify on a per-subscription basis whether the subscription should be invoiced separately.

Payment Term

Select the default payment term that you want to use.

Select None if you do not want to set a default.

Trigger Dates

Contract Effective Date

Specify the date of the contract that governs the subscription.

Service Activation Date

Specify the date on which the services or products within a subscription have been activated and access has been provided to the customer.

Customer Acceptance Date

Specify the date on which the services or products within a subscription have been accepted by the customer.

Product Table

Load Nested Discounts in Collapsed View

With this setting enabled, all available nested discounts will be displayed in a collapsed mode, providing a compact view of the information.

Note that in order to utilize this setting, you must have enabled Nested Discount Rows. To activate Nested Discount Rows, see Enable Nested Discount Rows .