You can replace the existing Edit Products and Charges page of Zuora Quotes with the Quote Studio page, which allows you to use Quote Studio together with the existing Amendment/Renewal Quote Flow.

1. Enter the Opportunity Detail page of an opportunity, the Account Detail page of an account, or the Quotes tab.
2. Click the New Quote button.
3. Select the billing account and quote type.
   1. If you create from the Quotes tab, click , find the account that is associated with the subscription you want to amend, and click the account name. The key information of the billing account is then automatically populated under the Billing Account list.
   2. In the Quote Type list:

      • Select Amend an existing subscription to create an amendment quote.

      • Select Renew an existing subscription to create a renewal quote.

   3. Select the subscription that you want to amend or renew from the table under the Quote Type list.
   4. Click Next .
4. Configure the Provide Quote, Account and Subscription Term Details page.
   1. In the Quote Details section, specify the Quote Name , Amendment Name , and Valid Until fields, and other optional fields as needed.
   2. If you want to create an amendment quote, in the Subscription Terms and Conditions section, specify the Start Date , Initial Term , and Renewal Term fields, and other optional fields as needed.
   3. If you want to create a renewal quote, in the Subscription Terms and Conditions section, specify the Renewal Setting and Renewal Term fields, and other optional fields as needed. For amendment and renewal, you can enable the Invoice Separately field to create independent invoices per subscription. The value is sent to Zuora Billing within the Terms and Conditions order action.
   4. Click Next .
5. On the Quote Studio page, review the quote information, edit products and charges, and submit the configuration upon completion. See Configure quote information on Quote Studio page for instructions.