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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

Customize Subscription Types

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.

You can add, remove, reorder, or edit subscription types via the Subscription Type custom field. The changes are reflected in the Quote Wizard Settings when you configure Quote Wizard for each subscription type. For example, if you did not want to allow your users create cancelation quotes, you would remove Cancellation Subscription from the Subscription Type picklist, and the Cancellation would not appear as an option when your users create quotes.

  1. Navigate to Setup > Create > Objects.
  2. Click Quote Wizard Setup in the Custom Objects list.
  3. In the Custom Fields & Relationships section, click Subscription Type.
  4. On the Quote Custom Field page, make desired changes in the Picklist Values section.

    For example, to disallow users from creating Amendment quotes, click Del next to the Amend Subscription value.

  5. Click Save.

    When you save your changes, the updated subscription types will appear in the Quote Wizard Settings when you click to select a subscription type.

Last updated: November 25, 2025