<body id="task-8125"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">Access Quote Wizard Settings</h1><div class="body taskbody"><p class="shortdesc">Learn how to access the Quote Wizard Settings in Salesforce using the Zuora Quotes Config tab.</p><ol class="ol steps"><li class="li step stepexpand"><span class="ph cmd">In Salesforce, click the <span class="ph uicontrol">Zuora Quotes Config</span> tab.</span></li><li class="li step stepexpand"><span class="ph cmd">On the <span class="ph uicontrol">Zuora CPQ Quotes Configuration</span> page, click <span class="ph uicontrol">Quote Wizard Settings</span>.</span><div class="itemgroup info"><p class="p">The <span class="ph uicontrol">Quote Wizard Setting</span> page displays.</p></div></li></ol></div></article></main></body>

Learn how to set a global progress bar in the Quote Wizard to display step numbers and descriptions for each step in the quoting flow.

Set Global Progress Bar

The Quote Wizard allows you to configure your organization's quote processing flow without coding, offering customizable quoting flows and Visualforce page integration.

Quote Wizard Settings

Learn how to customize subscription types by adding, removing, or editing them in the Subscription Type custom field, affecting their availability in the Quote Wizard.

Customize Subscription Types

Learn how to access the Quote Wizard Settings in Salesforce using the Zuora Quotes Config tab.

Access Quote Wizard Settings

zuora-cpq/zuora-cpq-configurations/quote-wizard-settings/access-quote-wizard-settings

zuora-cpq-configurations/quote-wizard-settings/access-quote-wizard-settings

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Overview of Zuora CPQ, a managed package on Salesforce that simplifies managing subscriptions, amendments, and renewals

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CPQ X enhances quoting efficiency and accuracy with Quote Studio, a modern Salesforce UI offering live metrics, extensibility, and API support

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CPQ X enables efficient creation and management of subscription quotes—including new, amendment, renewal, and cancellation

Manage subscriptions

Quote Studio Settings in CPQ X are essential for customizing and configuring the quoting experience

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Encompasses the earlier versions of Zuora Quotes, specifically versions 9.xx and any releases that came before them

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Access Quote Wizard Settings

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