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Zuora CPQ

Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies
Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies

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Zuora CPQ configurations

Default settings

This document outlines the available fields and settings for configuring default options in Quote Studio, including quote metrics, subscription terms, billing preferences, and trigger dates.

The following fields are available for default settings.

CategoryFieldDescription
QuoteValid DateSpecify the term of the quote.
Calculate Quote Metrics ThroughSelect 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.
  • Specific Date. If selected, you must enter a date in the Quote Studio UI.
  • Invoice Target Date. If selected, metrics will be calculated based on the Invoice Target Date provided.

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

See Quote Metrics Calculation Period for more information.

If Pending Subscription feature is enabled in Feature Access Config settings, then set Pending Subscription as the Default for New SubscriptionsWith this setting enabled and you have also enabled the pending subscription feature under Zuora Config > Feature Access Config, the Pending Subscriptionoption will be selected by default when creating a new subscription.
Preview Metrics for Pending Subscriptions Without ProrationWith this setting enabled, you can preview metrics for pending subscriptions without proration in Quote Studio. The preview metrics without proration are based on the Bill Cycle Type = SubscriptionStartDay.

Note that the metrics displayed without proration are for previewing purposes only. The actual pending subscription created in Zuora will have metrics based on the Bill Cycle Type defined at the charge level.

Order submission StatusWith 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.
SubscriptionSubscription Term TypeSelect 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 DateSpecify the start date of the subscription.
Initial TermSpecify 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-RenewSwitch the toggle to auto-renew the subscription. If enabled, new termed subscription quotes are automatically renewed when the initial term terminates. This feature applies to only termed subscriptions.
Renewal TermSpecify the renewal term for termed subscriptions. It is applicable to only termed subscriptions.
Ramp Frequency Available ValuesWith this setting configured, you can control which values are displayed when Ramp is enabled.
Ramp Frequency Default ValueWith 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
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. This setting offers two options:
OptionDescription
Default behaviorWith this option selected, no dates will be realigned if you change the Term Start Date. This means that the existing Order Actions will remain unchanged, regardless of the Term Start Date adjustment.
Keep Initial (Add Product) Actions aligned to QSD and Realign all future actions relative to the number of days the TSD moved

When this option is selected and you change the Term Start Date, two types of realignment will occur. First, the Initial (Add Product) Actions that were originally aligned to the Quote Start Date (QSD) will remain aligned to the Quote Start Date (QSD).

Second, all future dated actions will be realigned based on the number of days the TSD was changed.

Additionally, product actions that were not originally aligned to Interval Start Dates will be realigned relative to the number of days the TSD was changed.

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.
StatusDescription
ActiveYou will always see a modal popup with the option selected by default in the Define the default product alignment when Quote start date is changed after products are added field.
InactiveYou won't see a modal popup, but with the option selected in the Define the default product alignment when Quote start date is changed after products are added field, the actions will be performed on the newly added/updated product trigger dates.
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 & PaymentPayment MethodSelect the default payment method used to pay invoices.
CurrencySpecify the currency that you want to use. For example, USD.
Bill Cycle DaySpecify the day of the month on which to bill your customers. You must also activate the same bill cycle day in Zuora Billing.
BatchSpecify the default batch. Batches allow for the grouping of customer accounts, which facilitates separate processing.
Bill To Contact FilterSpecify how you want to filter bill-to contacts.
Sold To Contact FilterSpecify how you want to filter sold-to contacts.
Invoice SeparatelySwitch the toggle to specify on a per-subscription basis whether the subscription should be invoiced separately.
Payment TermSelect the default payment term that you want to use.

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

Invoice Delivery PreferenceSpecify the Invoice Delivery Preference field to the Field set in Quote Studio UI, which allows you to easily configure and specify the desired delivery preferences for this field.
Trigger DatesContract Effective DateSpecify the date of the contract that governs the subscription.
Service Activation DateSpecify the date on which the services or products within a subscription have been activated and access has been provided to the customer.
Customer Acceptance DateSpecify the date on which the services or products within a subscription have been accepted by the customer.
Product TableLoad Nested Discounts in Collapsed ViewWith 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.

Last updated: October 31, 2025