Enable Zuora Quotes for existing users
Upgrade to the latest version of Zuora Quotes and enable CPQ X by ensuring specific settings and requirements are met.
If you have set up an earlier version of Zuora Quotes, you should upgrade to the latest version of Zuora Quotes, then enable CPQ X for your org.
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Ensure that you understand CPQ X limitations.
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If you have installed an earlier version of Zuora Quotes, ensure that the following requirements are met:
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Orders or Orders Harmonization is enabled for your Zuora tenant.
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Orders is enabled in the Salesforce org.
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To ensure Orders is enabled in the Salesforce org, navigate to Zuora Config > Advanced Quote Configuration Settings > and make sure the Orders Enabled setting checkbox is checked. If it is not checked, navigate to Enable and Configure Order to learn how to enable Orders in your Salesforce Org.
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The Store Existing Products setting in Advanced Quoting Configuration Settings is enabled.
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The Default Trigger Dates setting in Quote Configuration Settings is enabled.
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- Upgrade Zuora Quotes to the latest version. See Zuora CPQ Release Notes to check the latest version.
- To get CPQ X enabled for your org, submit a request at Zuora Global Support and provide your Salesforce Org ID that has Orders enabled. Zuora Global Support will enable CPQ X for you.