CPQ X

A new setting Enable Clearing Custom Fields is available under Admin Config and is turned off by default. When you enable the setting, clear custom fields in Quote Studio, and send the quote to Zuora, the corresponding custom field values are cleared in Zuora. This behavior applies to Subscription, RatePlan, and RatePlanCharge objects.

10.63

CPQ X

Sales Rep Agent now supports quote previews and rule-based validation when creating and updating quotes. This functionality is currently supported only for New Subscription quotes. You can preview details and refine quote rules directly through follow-up prompts.

10.63

CPQ X

Zuora CPQ supports enhanced unit-based Prepaid with Drawdown (PPDD) settings in Quote Studio for Multi Subscription Quoting.

10.63

CPQ X

A new setting Skip Tax for Preview is available under Admin Config and is turned off by default. When enabled, tax calculations are skipped during interactive Quote Studio editing, reducing unnecessary API calls to your tax engine. Tax is still calculated when you save or submit quotes.

10.63

CPQ X

For a prepaid charge, Billing can return multiple fund entries for different validity periods. Zuora CPQ uses the fund entry whose Charge Number and Start Date exactly match the Charge Segment and does not roll up subsequent monthly entries within the segment date range. Therefore, FundedBalance__c and FundPricing__c reflect a single validity-period slice rather than the full segment amount.

10.63

CPQ X

Quote Studio now supports displaying Charge Number, Preview Charge ID, and Charge Override Reference ID in the charge table. Administrators can add these fields to the zqu__CPQX_Charge_Display_Fields field set on the Quote Rate Plan Charge object.

10.63

CPQ X

We have introduced two new configuration options in Zuora Config > Quote Studio Settings > Resricted Access Config that let administrators control whether users can add or remove tiers for Tiered and Volume charge models in Quote Studio.

The following configuration options are available:

• Add New Tier for Tiered and Volume charge models
• Remove Tier for Tiered and Volume charge models

When enabled and configured, these configuration options prevent users assigned to the configured Salesforce profiles from adding or removing tiers for Tiered and Volume charges in Quote Studio. The corresponding Add and Delete icons are hidden in the Tiered and Volume charge window, preventing users from performing these actions.

10.62

CPQ X

A new Quote-level SAD/CAD propagation to QuoteAmendment records setting is available under Admin Config. The setting is deactivated by default. When activated, updating the Service Activation Date or Customer Acceptance Date at the quote level also updates the corresponding date on the related amendment records, even when no other charge-level or amendment changes are made.

10.62

CPQ X

Headless integrations can now pass charge overrides when adding a product to a quote, which removes the need for a separate API call to update pricing after the product is added.

When you call addProducts(), specify a chargeOverrides map keyed by Zuora Charge ID. You can use the map to provide supported standard or custom charge fields and values, such as Effective Price and Discount. The specified overrides are applied as soon as the product is initialized on the quote.

Overrides are applied selectively. Only charges whose Zuora Charge ID is included in the chargeOverrides map are updated. Unrecognized field names and invalid values are skipped, and the add-product operation continues successfully.

Existing integrations that do not provide chargeOverrides are unaffected and require no changes.

See sample code.

10.62

CPQ X

Zuora CPQ provides enhanced Opportunity Product Sync support for Multi Subscription Quoting (MSQ). You can start Opportunity Product Sync from the primary parent quote. Zuora CPQ then processes each child quote independently and creates Opportunity Products on the parent opportunity.

10.62

CPQ X

Starting with Quotes version 10.62, the SOQL queries run in user mode instead of system mode. As a result, Quotes users must have the required object-level and field-level permissions to access the standard objects, Zuora 360 objects, and related fields that Quotes queries at runtime. Without the required permissions, non-administrator users might see access-related errors when they use Quotes.

Before you upgrade to CPQ 10.62, review the permission sets assigned to your Quotes users and confirm that the users can access the required standard objects, Zuora 360 objects, and related fields. If you use custom permission sets instead of the Zuora Quotes End User permission set, compare your custom permission sets with the Zuora Quotes End User permission set and update them to grant the required access. See, Zuora Community post on required permissions changes.

10.62

CPQ X

Zuora CPQ resets the Zuora Connection Settings after a Salesforce Partial Copy or Full Copy sandbox refresh. Administrators must reconfigure the sandbox connection settings after the refresh. This enhancement prevents production connection settings from being used in sandbox environments and reduces the risk of sandbox activity being sent to production.

10.62

CPQ X

Quote Studio now supports pagination in the bulk Suspend and Resume configuration window for Multi Subscription Quoting (MSQ).

10.62

CPQ X

Quote Studio provides an additional Quote Start Date alignment option for non-ramp quotes.

A new Align Initial Actions on QSD to new QSD and keep future dated actions unchanged option is available in Zuora Config > Quote Studio Settings > Default Settings. This option aligns initial actions with the updated Quote Start Date and keeps future-dated actions unchanged.

The zQuoteUtil.ProductAlignmentType global method also supports this alignment option through the ALIGN_ADD_PRODUCTS_SYNC_WITH_QSD value. For ramp quotes, continue to use the existing ALIGN_ADD_PRODUCTS_SYNC_WITH_QSD_RAMP value.

10.62

CPQ X

Payment profile support has been enhanced to improve payment method selection and validation during quote submission.

• Payment methods now display additional identifying details, including the last four digits of the card or bank account number.

• Quote Studio displays a warning if Create Payment Method is selected but no payment method is created before clicking Send to Zuora (New).

10.62

CPQ X

Zuora CPQ now supports Overlapping Commitments in Quote Studio through child commitments, enabling you to model overlapping commitment hierarchies within a quote. Child commitments can be associated with a parent commitment to represent a narrower scope of charges or accounts while preserving the broader parent commitment context.

10.62

CPQ X

Quote Studio supports creating Bill To and Sold To contacts at the subscription level when you submit quotes through Orders for the following actions:

• Create Subscription

• Terms and Conditions

• Owner Transfer

• Renewal

With this enhancement, you can use existing Salesforce contacts to create subscription contacts for a new billing account during the quoting flow.

10.62

CPQ X

Quote Studio supports up to 10,000 characters in the Special Terms and Notes field on quotes. This enhancement extends the existing zqu__Terms__c field, preserves existing values, and does not require changes to layouts, field sets, or permissions.

10.62

CPQ X

Zuora CPQ supports enhanced unit-based Prepaid with Drawdown (PPDD) settings in Quote Studio. These settings help you configure more prepayment and rollover options for unit-based commitments. New fields are available for the following configurations:

• Validity period alignment

• Proration

• Drawdown priority

• Rollover priority

• Rollover period

• Rollover end date

These fields provide greater flexibility when you configure prepayment behavior.

The enhanced PPDD lets you define the following:

• Prepayment Charge: A one-time or recurring charge with charge function set to prepayment. It acts as the top-up charge that the end user pays to receive the funds.

• Fund: The time-boxed prepaid units associated with the prepayment charge.

• Usage Charge: A usage charge with charge function set to drawdown, which draws from the funds created by the prepayment charge.

See Enhanced Unit-Based Prepaid with Drawdown (PPDD) in Quote Studio.

10.62

CPQ X

The Quote Studio sidebar now keeps the close icon within the sidebar panel, ensuring that it remains visible when you scroll the page in Salesforce orgs.

10.62

CPQ X

Sales Rep Agent now supports creating and updating quotes. You can create a basic quote from the Account page and refine it through follow-up prompts. See Sales Rep Agent for quote creation.

10.62

CPQ X

You can now cancel commitments from Quote Studio and specify how to handle the minimum due when a commitment is canceled. See Cancel a Commitment in Zuora CPQ.

10.62

CPQ X

Quote Studio now sets the Contract Effective Date (CED), Service Activation Date (SAD), and Customer Acceptance Date (CAD) fields to read-only when the Make this Update before a Future Date toggle is active and a Specific Update Date is set. Any unsaved changes to these trigger dates are reverted to their values from when the window opened. Clearing the Specific Update Date or deactivating the toggle makes the trigger dates editable again. To enable this feature for your organization, contact Zuora Support.

10.60.3

CPQ X

Dynamic Pricing now supports the Fixed Amount discount model. You can configure pricing rules that apply a fixed monetary discount to eligible products or charges, in addition to existing discount models. This enhancement gives you greater flexibility to support pricing scenarios that require a consistent discount amount instead of a percentage-based discount.

10.60.1

CPQ X

Dynamic Pricing now supports the Discount - Percentage charge model. You can use Dynamic Pricing rules to apply percentage-based discounts, and Quote Studio calculates and displays the updated pricing on quote lines during price refresh. This enhancement expands the discount models available in Dynamic Pricing, providing greater flexibility when configuring pricing rules.

10.60.1

CPQ X

Quote Studio now supports pending charges in Multi Subscription Quoting (MSQ). You can create and manage multi subscription quotes that include pending charges, allowing Quote Studio to process these quotes correctly and display the associated charges as expected.

10.60.1

CPQ X

Zuora CPQ now supports Suspend and Resume actions for multi-entity subscriptions.

Suspend and Resume requests now include the entity ID, ensuring that these actions are processed correctly in multi-entity environments.

10.60

CPQ X

Zuora CPQ now supports payment profiles in Quote Studio. You can select an existing payment method and payment gateway, or create a new SubscriptionPayment Method, before you submit the quote. CPQ applies the selected payment profile to the corresponding subscription in Zuora Billing after the subscription is created. This enhancement supports Single Subscription Quoting (SSQ) and Multi Subscription Quoting (MSQ), so each subscription can use its own payment method and payment gateway.

10.60

CPQ X

Zuora CPQ now supports Subscription Communication Profiles in Quote Studio for new, amendment, and renewal subscriptions. This enhancement applies to Single Subscription Quoting (SSQ) and Multi Subscription Quoting (MSQ). During order submission, CPQ sends the selected communication profile to Zuora Billing and maps it to the communicationProfileId field. Previously, communication profiles could be applied only at the billing account level.

10.60

CPQ X

Zuora CPQ now supports front-loaded stub periods for eligible ramp quotes. For ramp quotes with non-standard term lengths, you can place the shorter partial period at the beginning of the ramp schedule instead of at the end. Zuora CPQ adjusts the remaining ramp intervals while preserving the selected ramp frequency.

The feature is available for new subscription, amendment, and renewal quotes. For more information, see Front-Load Stub Period for ramp quotes.

10.60

CPQ X

A new Lightning Web Component (LWC) quick action, Send to Zuora (New), is now available for Single Subscription Quoting (SSQ). It provides the same functionality as Send to Z-Billing and bypasses the Order Preview Visualforce page, which could fail with heap size limit exceptions when processing large quotes. Instead, a confirmation modal is displayed so you can review validation errors or warnings before submission.

10.60

CPQ X

You can now configure a dedicated default value plugin for commitment creation. Admins can use a custom Apex class to populate default values on Commitments__c and CommitmentSchedule__c records when a commitment is created from Quote Studio or the API. Default values are applied before the commitment panel opens, so users can review them immediately. For more information, see Commitment default value plugin.

10.60

CPQ X

Zuora CPQ now supports mapping to the standard Salesforce Opportunity Product Description and Discount fields in Opportunity Product Sync field mappings. Previously, these fields were not available as destination fields in the Create Field Mapping UI and saving a mapping to the Discount field could fail. If the Discount field does not appear in the destination field list, ensure that the Salesforce user configuring the mapping has the appropriate field-level security permissions for the Opportunity Product Discount field. Read access is required for the field to appear in the destination field list, and Edit access is required for Opportunity Product Sync to write values to the field successfully.

10.59

Added: July 1, 2026

CPQ X

We have introduced a new Product Search Plugin for customizing product and rate plan search ordering.

Administrators can enable a plugin class to choose either Product-first or Rate Plan-first sorting. Product-first sorting prioritizes product name matches, while Rate Plan-first sorting prioritizes rate plan matches.

Existing search behavior remains unchanged if the plugin is not enabled.

For more information, see Product Search Plugin.

10.59

CPQ X

Support for Suspend and Resume actions is now available in Multi Subscription Quoting (MSQ). You can suspend or resume subscriptions from the Billing Account and Subscription Selector page or while creating or editing New, Amend, and Renew quotes in Quote Studio.

Administrators can control user access to suspend and resume actions through Feature Access Config in Zuora Config > Quote Studio Settings, which is available for both Single Subscription Quoting (SSQ) and MSQ.

Administrators can also use the Billing Account Plugin to control which users can view the Suspend and Resume icons and buttons on the Billing Account and Subscription Selector page in Quote Studio.

10.59

CPQ X

We have added two global methods for the suspend and resume feature:

• suspendSubscription — Use this global method to suspend subscriptions.

• resumeSubscription — Use this global method to resume subscriptions.

For more information, see zQuoteUtil class.

10.59

CPQ X

We have improved the asynchronous order submission messaging for Single Subscription Quoting (SSQ). When you submit a quote containing 50 or more order actions using sendToZBilling, the response now clearly indicates that the request is being processed asynchronously, rather than suggesting that order creation has already completed successfully.

The response also now includes an IsAsync indicator, allowing you to easily distinguish asynchronous responses from synchronous ones.

See sample code.

10.59

CPQ X

For Single Subscription Quoting (SSQ), when you submit a quote with 50 or more order actions by using sendToZBilling, the request is processed asynchronously. You can now subscribe to the SSQ_Order_Result__e platform event to receive the order result after processing is complete.

The event includes the subscription ID or subscription number when available, the order number, and error details if the order fails.

For more information, see Async Orders processing for sendToZBilling.

10.59

CPQ X

You can now extend and customize more charge-related dialogs in Quote Studio using the objectFieldConfig framework.

With this update, field configurations such as read-only, disabled, hidden, background color, and help text are now applied consistently across the tiers, discount charge, and discount percentage windows, in addition to the main charge table and charge detail window.

See sample code.

10.59

CPQ X

We have enhanced Quote Studio to support a separate Transaction End Date field for quote line items.

Previously, Quote Order Line Items included only a single Transaction Date field, and there was no way to set a transaction end date from Zuora CPQ.

10.59

CPQ X

Enhanced quote preview support for custom fields added to the CustomAmendmentFields, CustomRatePlanFields, and CustomChargeFields field sets. Quote preview now correctly resolves these field sets with the appropriate namespace prefix, ensuring that custom fields are included in the preview flow.

10.59

CPQ X

The enhanced Quote Studio UI is now enabled by default for all customers, including new installations and upgrades from earlier versions.

10.59

CPQ X

Calculated Charge Model is now supported in Multi Subscription Quoting (MSQ). Calculated charges can now be used in MSQ product browse and search, and eligibility conditions can be configured across child subscriptions.

A generated filter JSON is available for configured calculated charges when the Show Generated Filter JSON feature is enabled in Zuora Config > Quote Studio Settings > Feature Access Config. This feature helps advanced Salesforce users understand the filters used for calculated charges.

10.59

CPQ X

Quote Studio now supports pending charges, allowing you to create a charge with the Trigger Event set to Specific Date, leave the Specific Trigger Date blank, and enter an Estimated Start Date.

Pending charges are displayed with a PENDING badge and do not show metrics until the charge is activated.

On amendment quotes, you can activate a pending charge by entering a Trigger Date. After activation, the charge is treated as an active charge, and metrics are displayed.

For more information, see Pending charges in Quote Studio.

10.59

CPQ X

The Sales Rep Agent helps you retrieve and analyze billing account data simply by asking questions. You can ask about:

• Billing Accounts – Account summaries, key metrics, payment terms, and other account information.

• Subscriptions – Active subscriptions associated with the selected billing account, including subscription versions and statuses.

• Product Availability – Products available within specific subscriptions.

• Financial Information – Payment history, invoice details, and invoice status.

• Related Billing Accounts – Other billing accounts associated with the same CRM account.

This feature is in the Early Availability phase. To enable this feature, contact Zuora Support.

For setup steps, see Sales Rep Agent.

10.59

Updated: July 1, 2026

CPQ X

Quote Studio now includes a Finance section for commitments, based on the zqu__CPQX_Finance field set. This enhancement gives finance teams and sales operations greater control over revenue accounting configuration when creating or amending commitments.

The Finance section is displayed only if at least one of the following fields is included in the zqu__CPQX_Finance field set on Commitments object:

• zqu__AccountReceivableAccountingCode__c
• zqu__DeferredRevenueAccountingCode__c
• zqu__RecognizedRevenueAccountingCode__c
• zqu__RevenueRecognitionRule__c

For more information, see finance section.

10.59

CPQ X

Added new quoteState helper methods to the ZQFClient extensibility framework. Developers can now read and update Quote Studio quoteState directly from hooks and events, reducing the need for manual traversal logic, minimizing boilerplate code, and simplifying custom implementations. For more information, see Quote state helper methods in ZQFClient.

Added: June 15, 2026

10.58

CPQ X

Zuora CPQ now supports Prepaid Commitments in Quote Studio as part of Commitments, enabling sales teams to create and manage quotes for customers who prepay commitment amounts.

With this enhancement, you can create commitments with prepaid attributes, including Prepayment Type and schedule-level prepayment settings that align with Zuora Billing. You can also view prepaid commitment details in Quote Studio, such as commitment balances and consumption information, when this data is available from Billing. For more information, see Commitments in Zuora CPQ.

Added: June 4, 2026

10.58

CPQ X

Admins can now use the Billing Account Plugin to control which users can see the Suspend and Resume options on the Billing Account/Subscription Selection page in Quote Studio.

10.58

CPQ X

Zuora CPQ now enables syncing Salesforce Opportunity Products from Quote Studio using Charge Segment metrics as the source of truth. This ensures consistent revenue data across Zuora CPQ and Salesforce for forecasting and reporting.

Admins can now consolidate multiple charges into fewer Opportunity Products using configurable grouping rules, define field mappings, and control sync behavior through a UI-based setup. No Apex is required. The feature also preserves flexibility by allowing custom fields on Opportunity Products instead of introducing managed-package fields.

To enable this feature for your organization, contact Zuora Support.

For more information, see Opportunity Product sync.

10.58

CPQ X

The Included Units field on overage pricing charges in Quote Studio now uses the decimal precision and rounding mode defined on the charge’s Unit of Measure (UOM) in Zuora Billing.

Previously, Included Units displayed the raw Salesforce value (up to seven decimal places), resulting in values such as 10.0000000 instead of 10. Now, it follows the same UOM-based formatting as the Quantity field.

10.58

CPQ X

A new Calculated Charge model is now available to automatically calculate pricing fees as a percentage of selected charges across recurring, one-time, and usage charges. For more information, see Calculated Charges.

Updated: May 18, 2026 10.58

CPQ X

Quote Studio now reduces heap usage and processing time when saving complex amendment quotes by only processing relevant, updated product timeline data instead of re-sending unchanged data from the original quote version. To enable this feature for your organization, contact Zuora Support.

10.58

CPQ X

To improve security and align with Salesforce Lightning, the Catalog Status page has been rebuilt from a legacy Visualforce/Angular implementation to a new Lightning Web Component (LWC) experience.

The new Catalog Status LWC displays a product’s bundle hierarchy in a tree grid and shows validation results in a color-coded table.

The Validate button on the Salesforce Product record now opens the new Lightning page.

The legacy CatalogStatus.page Visualforce page is deprecated and now displays a warning message.

10.58

CPQ X

The Product Catalog Sync page in Zuora CPQ has been rebuilt from a legacy Visualforce UI to a new Lightning Web Components (LWC) experience, providing a tabbed interface for browsing and syncing catalog object types, along with filtering, pagination, row selection, and sync history with live progress tracking.

The existing Sync to Zuora buttons on the Product, Product Rate Plan, Product Rate Plan Charge, Feature, and Product Feature objects now open the Product_Catalog_Sync_LWC tab.

10.58

CPQ X

Quote owner propagation logic has been enhanced by adding a null check to avoid unnecessary jobs during quote creation. Previously, the job was triggered when OwnerId changed from null to a value, even without related records. Now, the job runs only when the owner changes between non-null values, reducing background processing.

10.58

CPQ X

The Quote Studio UI now features a modernized layout and improved visual hierarchy for better usability. Key features include:​

• ​Card-based layout: Sections are organized using a card-based design for clearer separation.​

• ​Improved spacing and elevation: Enhanced spacing and visual depth create a cleaner, more consistent interface.​

• ​Section separation: Subscription configuration and charges are now presented as distinct sections.​

• ​Visual consistency: Key UI elements, such as the light green banner, are retained.​

• ​Salesforce Lightning alignment: The updated design aligns with standard Salesforce Lightning layout patterns.

10.58

CPQ X

Salesforce users can now suspend and resume subscriptions in Quote Studio by initiating these actions from the Billing Account Selector page and configuring suspension and resumption dates eliminating the need to navigate to Zuora Billing. For more information, see Suspend and Resume subscriptions in Quote Studio.

10.57

CPQ X

Added a new toggle Show Removed Products in Quote Studio, that allows you to control the visibility of removed products in amendment and renewal quotes. For more information, see Removed products.

10.57

CPQ X

Enhanced the Quote Studio Display Scale Settings to support Quote Order Line Item fields. You can now configure display scale for Effective Price, List Price, and Discount under the Order Line Item section.

10.57

CPQ X

Enhanced the subscription selection flow for amendment and renewal quotes by optimizing the prepaid balance data handling. The prepaid balance indicator has been removed from the selection page, and prepaid data is now retrieved only for relevant subscriptions instead of all subscriptions under an account. This reduces data fetching and improves performance, especially for accounts with a large number of subscriptions.

10.57

CPQ X

Improved the performance of saving quotes in Quote Studio for Single Subscription Quoting (SSQ) with a large number of products. Previously, the full quote payload was sent from the client to the server in a single request. It is now processed in batches, similar to Multi Subscription Quoting (MSQ), reducing the size of each request.

10.57

CPQ X

To prevent conflict, the Back button is disabled when the custom components from the sidebar are open.

10.57

CPQ X

Enhanced the Single Subscription Quoting flow to use the Async Orders API for order and subscription creation when quotes contain more than 50 order actions. Previously, only the preview call used async processing. Now the submit (Send to Zuora) flow now also uses async processing for large quotes, improving reliability and preventing timeouts.

You can track async processing status directly on the quote using the following fields:

• SSQ Async Job Id (zqu__SSQ_AsyncJobId__c)
• SSQ Async Job Status (zqu__SSQ_AsyncJobStatus__c)
• SSQ Async Job Error (zqu__SSQ_AsyncJobError__c)

10.57

CPQ X

• This feature requires Ship To Contact support in the connected Zuora tenant. An error is displayed if the tenant does not support this functionality.
• The ShipToContact__c field is now available to be added to the following Quote object field sets:
  • zqu__CPQX_SelectBillingAccount_Quote_Info
  • zqu__CPQX_Subscription_Billing
  • zqu__CPQX_Subscription_Owner

10.57

CPQ X

In Quote Studio, product and rate plan search now supports multiple search terms and exact phrase matching, making it easier to find products when you only remember parts of the name or SKU.

Previously, the entire search input was treated as a single string. For example, entering recurring flat would only match names containing the exact phrase "recurring flat". Now, each word is treated as a separate term, and all terms must match (AND logic) across any searchable field.

For details about search behavior and examples, see Configure information on Quote Studio page.

10.57

CPQ X

You can now search for products and rate plans in Quote Studio using numbers that include commas, with the search correctly interpreting comma-separated number formats and returning the appropriate matching results. For example, 100,000 or 1,00,000.

10.57

CPQ X

The global zqu.zQuoteUtil.sendToZBilling method now returns the Zuora subscription ID in zBillingResult.zSubscriptionId when the subscription is created via synchronous Orders processing scenarios with 50 or fewer order actions. For sample code, see Sample code 2.

10.57

CPQ X

Zuora CPQ now supports Commitments in quotes, allowing you to create quotes with commitments only or with both commitments and subscriptions, view applicable commitments based on quote account rules, and update eligible active commitment schedules. This feature also allows users to view consumed and true-up amounts for commitment schedules. It supports Single Subscription Quoting and Multi Subscription Quoting for new, amendment, and renewal quotes. For more information, see Commitments in Zuora CPQ.

10.56

Added: May 25, 2026

CPQ X

Added ramp-specific alignment options for Quote Start Date (QSD) and Term Start Date (TSD) updates in Quote Studio:

• Realign Initial and Future actions aligned to Interval Start Dates to the New Interval Start Dates, Shifting non-aligned actions by the days the TSD changed

• Realign Initial and Future actions aligned to Interval Start Dates to the New Interval Start Dates, Shifting non-aligned actions by the days the QSD changed

• Realign Initial and Future actions at Interval Start Dates to New Interval Start Dates, Shifting non-aligned actions by days between previous and new Interval Start Dates

These options are available in Zuora Config > Quote Studio Settings > Default Settings.

The global method zqu.zQuoteUtilHelper.updateQuoteStartDate has been enhanced to support the new alignment types:

• SYNC_RAMP_QSD_DELTA

• SYNC_RAMP_QSD_INTERVAL_DELTA

For more information, see:

• Default settings
• zQuoteUtil class

10.55

CPQ X

The Ramp Interval Metrics panel in Quote Studio now supports five new fields that aggregate billing totals directly from Charge Segment metrics, providing more accurate interval-based billing visibility for New, Amendment, and Renewal ramp quotes.

To make these fields visible in Quote Studio, administrators must enable Charge Segment Metrics, add the new fields to the Interval Metrics field sets, and update permission sets as needed.

• Ramp Interval Subtotal: Gross total contract billing (Gross TCB) aggregated from Charge Segment metrics within the ramp interval.

• Ramp Interval Total: Net total contract billing (Net TCB) aggregated from Charge Segment metrics within the ramp interval.

• Ramp Interval Discount: The discount amount for the interval, calculated as the difference between the gross subtotal and net total.

• Ramp Interval Delta Subtotal: The gross billing change for the interval, aggregated from Charge Segment delta metrics.

• Ramp Interval Delta Total: The net billing change for the interval, aggregated from Charge Segment delta metrics.

For more information, see:

• Quote Ramp Interval (zqu__QuoteRampInterval__c)
• Quote and Charge Metrics
• Charge Segment
• Charge Segment behavior
• Quote Studio admin settings configuration

10.55

CPQ X

Quote Studio now supports Charge Segment (period-aligned) metrics for New Subscription ramp quotes. Previously, Charge Segment metrics were available only for Amendment and Renewal quote.

With this enhancement, New Subscription ramp quotes now provide more accurate interval-level metric visibility within the charge table.

Previously, for ramp quotes using In Advance billing or misaligned billing intervals, invoice-based metrics could appear primarily in the first ramp interval. Charge Segment (period-aligned) metrics now distribute subtotals and interval metrics based on ramp interval start and end dates, providing a more accurate view of revenue across the ramp schedule.

For more information, see:

• Quote Studio admin settings configuration
• Charge Segment metrics in Quote Studio UI
• Quote and Charge Metrics
• Field set reference

10.55

CPQ X

Enhanced the Dynamic Pricing modal in Quote Studio to display rate card adjustments in addition to the list price.

A new Adjustment row has been added to the Dynamic Pricing table, allowing you to view any adjustment defined in the catalog rate card.

10.55

CPQ X

You can now create Pending subscriptions together with Order Line Items (OLIs) from Quote Studio and send them to Zuora Billing.

Previously, when a quote contained a Pending subscription along with one or more OLIs, only the OLIs were created in the resulting order. The subscription and its related order actions were not created in Zuora Billing.

10.55

CPQ X

Zuora CPQ now supports Hard Bundles with Charge Optionality, allowing sales representatives to select or deselect predefined charges during quoting. This enhancement formalizes a commonly used bundling approach and provides greater flexibility when configuring bundled offerings. For more information, see Hard Bundle in Quote Studio.

10.54

CPQ X

We have introduced a new feature called Order Action Date Shifting in Zuora Config > Quote Studio Settings > Restricted Access Config. When enabled and configured, this feature prevents users assigned to the configured profiles from changing Order Action dates in the Order Action Details window.

10.54

Added: May 6, 2026

CPQ X

We have added a new custom setting that allows customers to skip execution of the Zuora CPQ managed package triggers on the following Salesforce objects:

• Quote

• Product2

• Contact

This setting allows you to control Zuora CPQ trigger execution and bypass CPQ processing when Zuora CP functionality is not required. For more information, see Configure skipping of Zuora CPQ managed package triggers.

10.54

CPQ X

A new setting, Hide "greyed out" charges that have ended in prior version when creating Renewal Quotes, has been added under Admin Config and is turned off by default.

When enabled, expired charges are hidden in renewal quotes if those charges met their end-date condition in a prior version.

Additionally, a new feature access option, Allow "Expose Charges Ended in Prior version", has been added under Zuora Config > Quote Studio Settings > Feature Access Config.

When this feature access is enabled and configured for a user:

• The Expose Charges Ended in Prior version toggle is displayed in the Quote Studio for renewal quotes and is turned off by default.

• Users can manually choose to hide or show expired charges using the toggle.

• The admin setting Hide "greyed out" charges that have ended in prior version when creating Renewal Quotes does not apply to those users.

10.53

CPQ X

We updated the preview request to include address 1 and address 2 when creating and previewing a quote without an existing billing account. Previously, when Sold To Contact information was provided, these address fields were not sent from Zuora CPQ to Zuora Billing, which could cause tax calculation failures. With this update, the required address information is now included in the request payload, ensuring tax calculations complete successfully and preview metrics are displayed correctly.

10.53

CPQ X

Quote renewal validation is enhanced by applying the contract effective date validation logic. This logic ensures that when a product is added to a renewal quote before the renewal date, trigger dates do not precede the original subscription contract effective date.

10.53

CPQ X

We enhanced the rate plan charge table by improving the horizontal padding and alignment of expand and collapse toggle icons.

10.53

CPQ X

We have enhanced the Subscription Cancel panel by applying object field configuration support and integrating object field rule logic into the panel's field processing. With this update, configured object field rules are applied consistently for subscription cancelation.

10.53

CPQ X

We enhanced the Legacy Quote Detail page to improve how quotes are loaded and displayed when Store Existing Products was previously disabled and the quote included Remove Product amendments.

With this enhancement:

• Only quotes that were previously sent to Zuora can be loaded and displayed on the Legacy Quote Detail page.

• To view these quotes on the Legacy Quote Detail page, the IsLegacy__c (Is Legacy Quote) field must be set to true on the Quote__c record.

• Quotes created with Store Existing Products disabled that were not sent to Zuora are no longer supported on the Legacy Quote Detail page and must be recreated.

Previously, some quotes failed to open on the Legacy Quote Detail page with a null pointer exception when Store Existing Products was previously disabled and the quote included Remove Product amendments.

10.53

CPQ X

A new performance optimization feature is available to reduce loading time of amendment and renewal quotes for Single Subscription Quoting (SSQ). To enable this feature for your organization, contact Zuora Support.

For a list of on-demand features, see On demand features.

10.53

CPQ X

When upgrading from versions earlier than 10.51, Smart Preview is now turned on automatically. This avoids unnecessary preview calls and improves performance during configuration and pricing. No action is needed from Administrators.

10.51

CPQ X

As Salesforce plans to end support for Workflow Rules by the end of 2025, we migrated CPQ package Workflows to Salesforce Flows in Quotes version 10.50 to ensure continued compatibility and support.

In this release, we removed the following Workflow Rules from the CPQ package, as all related workflows were fully migrated to Flows in the Quotes version 10.50 release.

• ZQSubTermTypeAction – previously Active

• ZQSubTermTypeDefaultAction – previously Inactive

If you previously modified the status of either Workflow Rule from its default state, Zuora recommends applying the same status to the corresponding Flow to maintain consistent behavior.

Before upgrading to Quotes version 10.50 or later, ensure that both Workflow Rules are deactivated if they are still active.

10.51

CPQ X

A new JavaScript-based rules engine is now available in beta to improve rule execution during the quoting process. To enable this in your org, contact Zuora Support.

When this feature is enabled:

• All product-related rules, including the Custom Action Plugin, will run in Apex.

• All validation rules will execute on the client side.

This new architecture significantly improves performance by accelerating rule evaluation, reducing heap size issues, and enhancing the overall efficiency of the rules engine. For more information, see Client-Side Rules Engine in Quote Studio.

10.51

CPQ X

We have updated the Selected Products window on the Browse All Products and Rate Plans page to make rate plan selection clearer and more intuitive. The column previously labeled Quantity has been renamed to No. of Rate Plans, which shows the number of rate plans being added, and the layout has been widened to improve readability.

10.51

CPQ X

A new Quote Studio UI is now available in beta. Key features include:

• Responsive Quote Studio window

• Full-page Product Table view.

10.51

CPQ X

The following button behavior is refined:

• The Keep Quote and Leave without Saving Change button remains visible even when the rules engine errors occur, allowing you to navigate back safely.

• The Save changes and Leave button stays hidden when rules engine error occurs.

10.50

CPQ X

As Salesforce has announced the end of support for Workflow Rules by the end of 2025, we are transitioning our package Workflows to Salesforce Flows to ensure continued compatibility and support.

Our package previously included two Workflow Rules:

• ZQSubTermTypeAction – previously Active

• ZQSubTermTypeDefaultAction – previously Inactive

With this release:

• Both Workflow Rules are now set to Inactive.

• They have been migrated to Flows with the same names and corresponding statuses.

If you previously modified the activation status of either Workflow Rule from its default, we recommend that you set the corresponding Flow to the same status to maintain consistent behavior.

Updated: November 27, 2025

10.50

CPQ X

A new setting, Enforce Single MSQ Primary Quote per Opportunity, has been added for Multi Subscription Quoting (MSQ) under Admin Config.

When enabled, only one MSQ primary quote can exist per opportunity — marking a new MSQ parent quote as primary automatically unchecks the others. You can no longer use the Primary field on child MSQ quotes.

This setting also works in conjunction with the existing Single Subscription Quoting (SSQ) setting, Enforce Single Primary Quote, under Quote Configuration Settings.

When both settings are enabled, only one primary quote — either an MSQ or an SSQ — can exist within the same Opportunity. If a non-primary quote is sent to Zuora Billing, it will now be automatically marked as primary.

Previously, primary quote enforcement was not supported for MSQ parent quotes, allowing you to create multiple primary MSQ parent quotes under the same Opportunity.

For more information, see Quote Studio admin settings configuration.

10.50

CPQ X

Quote Studio now supports creating Quick Filters based on specific Permission Sets, similar to how Quick Filters can be defined for specific Profiles.

With this enhancement:

• If a Permission Set is selected for a Quick Filter, only users assigned to that Permission Set can access the filter in the Browse Product window.

• If both Profiles and Permission Sets are selected for a Quick Filter, it is accessible to users assigned to any of the selected Profiles or Permission Sets.

• If no specific Profile or Permission Set is selected, the Quick Filter is available to all end users.

New field introduced: List_Filter__c.PermissionSet_Visibility_List__c

Permission updates:

• Zuora Quotes End User Permission Set: Editable = False, Readable = True

• Zuora Quotes Product Admin Permission Set: Editable = True, Readable = True

10.50

CPQ X

You can now delete newly added rows in the Negotiated Pricing table that exist only within Salesforce and have not yet been sent to Zuora. Rows defined in the Zuora Commerce Catalog cannot be deleted to maintain catalog data integrity and consistency.

10.50

CPQ X

Enhances the Quote Studio layout by aligning the Prepaid Balance section with other sections for a consistent behavior.

10.50

CPQ X

We have enhanced the key usability of the Rate Card table in Quote Studio, helping Salesforce users navigate and interpret rate data more efficiently.

• Fixed the table header during scroll

  The Rate Card table header (attribute names and operators) now remains fixed while users scroll through table rows. This ensures that attribute names and operators stay visible when reviewing large pricing tables.

• Operator legend with tooltip

  A legend (key) is added to help Salesforce users quickly understand the meaning of operators in the Rate Card table.

  Example:

  "==" → Strictly Equal

  ">=" → Greater Than or Equal To

  "<=" → Less Than or Equal To

  The legend is accessible via a hover-over tooltip on the Rate Card header or operator column.

10.50

CPQ X

The scroll bars in the Quote Studio UI have been resized for a more consistent user experience.

10.50

CPQ X

For SSQ, we have introduced the afterQuoteStudioLoad hook and collapseproduct event in the extensibility framework. This hook executes immediately after Quote Studio loads. For more information, see Headless component - hooks.

You can use the event to collapse Product Timelines in the Quote Studio UI components. For more information, see Headless component - events.

10.50

CPQ X

You can now programmatically remove toast messages dispatched from Extensibility Framework components using two new parameters:

• remove – optional. Indicates that the toast message should be removed.

• id – optional. Stores the unique identifier of the toast message to be dispatched and later removed. Use the same ID to remove the toast message.

All toast messages now correctly respect their configured timeout settings. Previously, the timeout parameter was not applied to error-themed toast messages. For more information, see Headless and sidebar component - events.

10.50

CPQ X

The pop-up size has been fixed to display correctly when Multi-Org is disabled.

10.50

CPQ X

To prevent conflict, the Save and Submit buttons are disabled when the custom components from the sidebar are open.

10.50

CPQ X

Added new feature options in Zuora Config > Quote Studio Settings > Restricted Access Config.

• Hide Browse Product Modal - when this feature is enabled and configured, the Browse Product option in the subscription information section is hidden for selected profiles.

• Hide Quick Add Product Search Bar - when this feature is enabled, the Search Products and Rate Plans search bar in the subscription information section is hidden for selected profiles.

• Delete Product Button - when this feature is enabled, the Delete option in the rate plan charge table is hidden for selected profiles.

10.50

CPQ X

The package major and minor version details are now retrieved from the system instead of the custom setting, ensuring accurate version information. Previously, these details were retrieved from the Zuora Config custom setting; however, in some cases, the values were not being populated correctly.

10.50

CPQ X

Added new custom labels to customize the text on the Quote Start Date selection page.

• QSD_AlignAndEliminateFutureActions - Would you like to align all Initial Actions of a RatePlan timeline to QSD and eliminate all future dated actions?

• QSD_AlignAndKeepFutureUnchanged_Ramp - Would you like to align all Initial Actions of a RatePlan timeline to QSD and keep all future dated actions unchanged?

• QSD_AlignInitialAndFutureActions - Would you like to align all Initial Actions of a RatePlan timeline to QSD and keep all future dated actions respectively aligned?

• QSD_KeepInitialActionsAsIs - Would you like the Initial Actions of a RatePlan timeline to remain as is?

With this enhancement, administrators can use custom labels to tailor or localize text for specific business terminology.

10.50

CPQ X

Added a new public method ProductTimeline.getRemovedCharges to fetch charges from the latest or previous version based on the RemoveProduct state. This method validates the timeline structure and amendment type, returning an empty array for invalid inputs. For more information, seeJS global class.

10.50

CPQ X

We have introduced a new Domain-Specific Language (DSL) system for use in the CRM Mapping field of the attribute definition.

With this enhancement, you can now configure mappings between Zuora Object fields and Salesforce Object fields to populate values in new subscription quotes.

The mapped attribute value is also auto-populated in the Rate Card (in read-only mode) for any Dynamic Pricing configurations that reference the related CPQ Object field.

10.50

CPQ X

As part of the save performance optimization, a new field set named zqu__Original_QRPC (Original QRPC) has been introduced under the Quote Rate Plan Charge object.

With this enhancement, only the fields defined in the field set zqu__Original_QRPC (Original QRPC) are now loaded into the originalQRPC property within each charge under quoteState.

The following fields are added to the zqu__Original_QRPC field set.

• zqu__BillingPeriodAlignment_c

• zqu_Quantity__c

• zqu__EffectivePrice__c

Previously, all fields from the Quote Rate Plan Charge object were being loaded, which could impact performance.

If your Extensibility Framework code references the ​charge.originalQRPC​ property from quoteState, review your implementation to ensure that all required fields used in your code are included in the ​zqu__Original_QRPC​ field set. Previously, the originalQRPC property was a direct copy of the charge.record property within quoteState.

10.50

CPQ X

From Quotes version 10.50:

• Parent Id field is populated for info-type log records.

• For info-type log records where the method name is QuoteStudioController.saveQuoteDetails, the Details field now logs the quoteStateJson instead of the parentQuoteJson.

• For the savePreviewMetrics and saveQuoteDetails method, if the content exceeds the 131k character limit in the Details field, the text is truncated and appended with ellipses.

10.50

CPQ X

As part of ongoing save operation optimization, several classes and methods within the Quote Studio save flow have been refined to improve overall performance.

10.50

CPQ X

A new custom label, NEW_MULTI_SUB_QUOTE_LABEL, has been introduced to allow customization of the New Multi Sub Quote button text on the Subscription Selector page in Quote Studio.

This enhancement provides greater flexibility to define any desired value for the button label.

10.50