Before you can create and manage subscription quotes with CPQ X, ensure the following conditions are met:

• Salesforce Configuration: A Salesforce administrator must complete all required configurations for CPQ X. Without this setup, subscription quoting functionality will not be available.

• Quote Studio Familiarity: Review the Quote Studio user interface to understand its components, icons, and available actions. Familiarity with this interface is essential for efficiently creating and managing quotes.

Typical Use Cases

Once the prerequisites have been satisfied, CPQ X can be used to perform a variety of subscription quote management tasks. Common use cases include:

• Creating new subscription quotes using Quote Studio.

• Creating amendment quotes to update existing subscriptions.

• Creating renewal quotes for extending subscription terms.

• Creating cancellation quotes to terminate subscriptions.

• Managing products within quotes, including adding, modifying, or removing products.

• Changing the subscription owner in amendment quotes.

CPQ X provides a comprehensive framework for handling subscription quotes throughout their lifecycle, enabling accurate and efficient management of subscription-based offerings within Salesforce