Edit Quote Wizard Configuration
Configure the Quote Wizard to support Bundling and Zuora Rules Engine using the Lightning Guided Product Selector.
If you customized quoting flows and want to support Bundling and Zuora Rules Engine in the quoting process, you must use the Lightning Guided Product Selector. To use the Lightning Guided Product Selector, the quoting steps need to be assigned as below.
|
Subscription Type |
Step # |
Visualforce Page to be Assigned |
|---|---|---|
|
New Subscription |
1 |
zqu__quoteEnhancement |
|
2 |
zqu__CreateQuote | |
|
3 |
zqu__EditQuoteProducts | |
|
Amend Subscription |
1 |
zqu__quoteEnhancement |
|
2 |
zqu__CreateQuote | |
|
3 |
aqu__EditQuoteProducts | |
|
Renew Subscription |
1 |
zqu__quoteEnhancement |
|
2 |
zqu__CreateQuote | |
|
3 |
zqu__EditQuoteProducts | |
|
Cancel Subscription |
1 |
zqu__quoteEnhancement |
|
2 |
zqu__ZQCancellation | |
|
Edit Subscription |
1 |
zqu__quoteEnhancement |
|
2 |
zqu_CreateQuote | |
|
Edit Amendment |
1 |
zqu_CreateQuote |
|
Edit Renewal |
1 |
zqu_CreateQuote |
Make the following changes in the Quote Wizard Configuration for each subscription type:
- Click Quote Wizard Settings in the Zuora Config tab.
- Click Edit to update the Quote Wizard Configuration for each subscription type as below.
- Click Restore to Defaults to use the new pages.
- Select the Display Progress Bar check box to enable the progress bar.
- Click Save after making changes to each subscription type.