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Configure modal pop-up when Quote Start Date is moved after product selection

Learn how to configure the modal pop-up behavior when the Quote Start Date is adjusted after product selection in Quote Studio Settings.

You can customize 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.

  1. In the navigation bar, navigate to Zuora Config > Quote Studio Settings.
  2. In the left pane, select Default Settings.
  3. Select the dropdown option from Define the default product alignment when Quote start date is changed after products are added under the Subscription category. The dropdown options are:
    • None

    • Align all Initial Actions of any Rate Plan timelines to Quote Start Date

    • Initial Actions of any Rate Plan timelines will not be moved

    • Align all Initial Actions of any Rate Plan timelines to Quote Start Date, and eliminate all future dated segments of RatePlans

    After selecting Define the default product alignment when Quote start date is changed after products are added, another toggle input field named Show Quote Start Date Pop-up displays. This field determines whether or not the modal popup will display on Quote Studio UI.

    Field

    Status

    Description

    Show Quote Start Date Pop-upActiveYou 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.
  4. (Optional) Enable Allow users to select an option other than the default toggle input field to see a modal with all three options when you change the Quote Start Date after product selection.
  5. (Optional) Enable If Ramp is enabled, allow allignment of RP initial actions to QSD AND do not move Future Dated Actions toggle input field to synctheinitial Add Product Actions with the Quote Start Date and Future Dated Actions will remain as is. This field displays when Align all Initial Actions of any RatePlan timelines to Quote Start Date option is selected under Define the default product alignment when Quote start date is changed after products are added.
  6. Click Save at the top right in the main region to save the configuration.