The overall goal of CPQ X is to optimize the efficiency of the quoting work stream within your sales process while eliminating quoting errors that might cause remediation overhead on the Zuora Billing side.

To achieve this goal, CPQ X provides a new single-page application named Quote Studio, built on Salesforce Lightning web components, that enhances the entire subscription sales experience. The existing Zuora Quotes package includes this modern UI. You can enable and use it to create Quote and child Quote objects with the legacy UI. There are some considerations for porting your existing customizations from legacy CPQ to be used with the new Quote Studio UI. Quote Studio supports several existing plugins, and you will need to reimagine all other legacy plugins, components, flows, and VF pages using our highly flexible Extensibility Framework. In addition to the single-page quoting experience, sales representatives can now access the live preview order metrics functionality that dynamically updates metrics upon any change made to in-flight quotes.

After you have installed the Zuora Quotes version 10 package, enabled CPQ X, and completed the necessary configuration, you can access Quote Studio in a number of ways. The articles in this section are focused on the operations in the UI. However, CPQ X API offers more ways to enhance your organization’s quoting experience with even better performance and scalability. If you want to use CPQ X API, see CPQ X API for details.

You can also localize the UI labels and messages in Quote Studio to non-English languages. See Localize and customize labels and messages for detailed instructions.