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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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CPQ X enablement

Enable Zuora Quotes for new users

Install the latest version of Zuora Quotes and enable CPQ X for your Salesforce org.

If you are new to Zuora Quotes, you should install the latest version of Zuora Quotes, then enable CPQ X for your org.

  • Ensure that you have set up your Salesforce org.

  • Ensure that you understand CPQ X limitations.

  • Ensure that Orders or Orders Harmonization is enabled for your Zuora tenant.

  1. Submit a request at Zuora Global Support to ask for the latest Zuora Quotes package link, and provide your Salesforce Org ID that has Orders enabled.
  2. Install Zuora Quotes.
    1. Navigate to the installation package link provided by Zuora and log in to Salesforce as a system administrator. The installation page opens.
    2. Select Install for All Users .
    3. If you are new to Zuora Quotes, click Install for All Users , select the Yes, grant access to these third-party web sites check box to enable the Amplitude service, then click Continue .
      The installation starts, and you will receive a notification email when the installation completes.
      Note: Amplitude is a service that allows Zuora to understand how features are used. It is exclusively used for product improvement purposes, and no personal identifiable information (PII) is stored or shared.
  3. Navigate to Zuora Config > Quote Studio Settings > Admin Config.
  4. Click the Enable CPQ X button.

You can set up Zuora Quotes based on your business needs and ensure the following requirements are met before configuring CPQ X:

  • The Store Existing Products setting in Advanced Quoting Configuration Settings is enabled.

  • The Default Trigger Dates setting in Quote Configuration Settings is enabled.

Last updated: October 10, 2025