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Zuora CPQ

Zuora CPQ Contents

Overview

Zuora CPQ setup

Manage subscriptions

Zuora CPQ configurations

Zuora Quotes configuration settings

Configure default settings for Zuora CPQ

Configure customer account hierarchy

Configure communication profiles in Zuora Quotes

Configure feature field sets in product catalog

Configure an invoice template for Zuora Quotes

Configure list filters

Set TCV roll-up method

Set rules engine settings

Create a new list on the QuickList component

Create and configure a quote template

Additional and Supplementary Knowledge of CPQ

Development Resources

Legacy CPQ

Zuora Quotes configuration settings

This section contains the articles describing the settings in the Zuora Config tab. You configure the Zuora Config settings to customize Zuora Quotes in your Salesforce organization.

Last updated: November 27, 2025

Welcome to Zuora Product Documentation

Explore our rich library of product information

Zuora Quotes configuration settings

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