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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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Quote Wizard Settings

Configure pages that display in Wizard

Learn how to configure and customize Wizard pages for different subscription types, including adding Visualforce pages and editing page elements.

Each subscription type can have its own set of Wizard pages, progress bar text, and Back Button and Next Button text. Each subscription type comes with a default set of Wizard pages that you can edit, reorder, or remove. Each subscription type can have up to nine wizard pages.

You can also add new Visualforce pages. These pages must use the Quote__cstandard controller to appear as an option from the Visual Force Page drop-down. Work with your developer in advance to create Visualforce pages for the Quote Wizard.

  1. From the Quote Wizard Settings page in the view mode, select a Subscription Type from the drop-down.
  2. Click Edit.
  3. Click Add a New Step.

    A new step is added at the bottom of the configuration table with default values.

  4. Edit a step as needed:
    1. Select a page from the Visual Force Page drop-down.
    2. Edit the Back Button Text and the Next Button Text.
    3. Edit the Progress Bar Text.
  5. Click the Remove link next to the step you want to remove from the Wizard.
  6. Reorder a step by renumbering the values in Step # column to the order you want the steps to appear in the Wizard.
  7. Click Save.

Last updated: November 25, 2025