Zuora CPQ

Zuora Billing Zuora Payments Zuora Platform Zuora CPQ Zephr Zuora Revenue Accounts Receivable Release Notes Basics Entitlements Support and policies

Zuora Billing Zuora Payments Zuora Platform Zuora CPQ Zephr Zuora Revenue Accounts Receivable Release Notes Basics Entitlements Support and policies

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Zuora CPQ

Zuora CPQ Contents

Overview

Zuora CPQ setup

Field sets customization for CPQ X

Field set reference

Manage subscriptions

Zuora CPQ configurations

Additional and Supplementary Knowledge of CPQ

Field set reference

Learn about the field sets that are applicable for Quote Studio.

Standard non-metric fields

The following table lists the introduced field sets and contained standard fields in Quote Studio, excluding metrics fields:


Object(API Name)	Standard field set(API Name)	Contained standard fields
Quote(zqu__Quote__c)	Billing (zqu__CPQX_Subscription_Billing_CustomFields)	Account Bill To Contact Sold To Contact Bill Cycle Date Currency Billing Batch
	Overview (zqu__CPQX_Subscription_Overview)	Subscription Term Type
	Quote Information (zqu__CPQX_Quote_Information)	Quote Name Account Opportunity Valid Until Start Date Primary
	Quote Information (zqu__CPQX_SelectBillingAccount_Quote_Info)Note that you will not be able to see the Quote Information panel on the Billing Account Selection page if you remove all the fields from this fieldset.	Quote Name Account Start Date Primary Gross Ending MRR Net Ending MRR
	Quote Summary (zqu__CPQX_Quote_Summary)	Account Opportunity Valid Until Start Date
	Subscription Summary (zqu__CPQX_Subscription_Summary)	Initial Term Initial Term Period Type Term Start Date
	Terms And Conditions (zqu__CPQX_Subscription_Terms_And_Conditions)	Initial Term Auto Renew Renewal Settings Renewal Term Invoice Separately Term Start Date
Quote Rate Plan Charge(zqu__QuoteRatePlanCharge__c)	Charge Display Metrics (zqu__CPQX_Charge_Display_Fields)	Quantity List Price Discount Effective Price
Quote Rate Plan Charge(zqu__QuoteRatePlanCharge__c)	Charge Display Metrics (zqu__CPQX_Charge_Display_Metrics)	Quantity List Price Discount Effective Price
Billing Account (Zuora__CustomerAccount__c)	Billing Accounts (Zuora__fields_for_select_billing_account_compon)	Account Number Billing Account Name Sold To Name Bill Cycle Day Bill To Name Default Payment Method Payment Term Currency
Subscription (Zuora__Subscription__c)	Subscriptions (Zuora__fields_for_select_billing_account_compon)	Subscription Name Contract Effective Date Term Setting Type Status Initial Term Renewal Term
Quote Amendment (zqu__QuoteAmendment__c)	Trigger Dates (zqu__CPQX_OrderAction_Details_TriggerDates)	Contract Effective Date Service Activation Date Customer Acceptance Date
Quote Amendment (zqu__QuoteAmendment__c)	Create Mid-Interval Update Required Fields (zqu__CPQX_OrderAction_Create_DisplayFields)	Contract Effective Date

Standard metrics fields

The following table lists the field sets for metrics and the contained standard fields:


Object(API Name)	Standard field set(API Name)	Contained standard fields
Quote(zqu__Quote__c)	CPQX Subscription Metrics Collapse (zqu__CPQX_Subscription_Metrics_Collapse)	Subscription Subtotal Subscription Total
	CPQX Subscription Metrics Expand (zqu__CPQX_Subscription_Metrics_Expand)	Subscription Subtotal Inline Discount Discount Subscription Tax Subscription Total
	CPQX QLI Metrics Collapse (zqu__CPQX_QLI_Metrics_Collapse)	Quote Line Item Subtotal Quote Line Item Total
	CPQX QLI Metrics Expand (zqu__CPQX_QLI_Metrics_Expand)	Quote Line Item Subtotal Quote Line Item Tax Quote Line Item Total
	CPQX Quote Metrics Collapse (zqu__CPQX_Quote_Metrics_Collapse)	Sub-Total Total
	CPQX Quote Metrics Expand (zqu__CPQX_Quote_Metrics_Expand)	Quote Subtotal Inline Discount Total Discount Total Tax Quote Total
	CPQX Sidebar Metrics Panel (zqu__CPQX_Sidebar_Metrics_Panel)	TCB Discount TCB Quote Total MRR Discount MRR Net MRR Gross Ending MRR Net Ending MRR

Additional fields for customization

In addition to the preceding standard fields, you can also add custom fields to be displayed as Additional Fields in multiple display sections in Quote Studio. The following table shows the field sets displayed as sections on the Quote Studio page and their corresponding child field sets for custom fields.


Object(API Name)	Standard field set(API Name)	Child field set for custom fields(API Name)
Quote(zqu__Quote__c)	Billing (zqu__CPQX_Subscription_Billing)	Additional Fields (zqu__CPQX_Quote_Information_CustomFields)
	Overview (zqu__CPQX_Subscription_Overview)	Additional Fields (zqu__CPQX_Subscription_Overview_CustomFields)
	Quote Information (zqu__CPQX_Quote_Information)	Additional Fields (zqu__CPQX_Quote_Information_CustomFields)
	Terms And Conditions (zqu__CPQX_Subscription_Terms_And_Conditions)	Additional Fields (zqu__CPQX_Subscription_TAndC_CustomFields)
Quote Amendment (zqu__QuoteAmendment__c)	Create Mid-Interval Update Required Fields (zqu__CPQX_OrderAction_Create_DisplayFields)	Additional Fields (zqu__CPQX_OrderAction_Details_CustomFields)

Last updated: October 10, 2025

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