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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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Advanced CPQ X functionalities

Calculated Charges in Quote Studio

This topic describes Calculated Charges in Quote Studio, including prerequisites, capabilities, workflow logic, and limitations.

Note: The Calculated Charge feature in Zuora CPQ is in the Early Availability phase. We are actively soliciting feedback from a small set of early adopters before releasing it as generally available. If you want to join this early availability program, contact Zuora Support.

The Calculated Charge model is a pricing model where fees are automatically calculated as a percentage of selected charges. It supports recurring, one-time, and usage charges, with filters to define contributing accounts and charges. During a bill run that includes both standard charges and calculated charges across multiple accounts, Zuora Billing processes standard charges first and then automatically processes calculated charges.

Prerequisites

  • The Calculated Charge Model and Enable Calculated Charge setting must be enabled in Zuora Billing and CPQ by Zuora Support.

  • The connected Zuora Billing tenant must support API version 155.0 or later, as this is required for the Calculated Charge–specific fields used by the new data-store logic.

  • Ensure that installed Zuora Quotes managed package version is 10.58 or above.

Calculated Charge Capabilities

  • Enables secure querying and storage of calculated charge–specific fields in CPQ X.

  • Retrieves calculated charge pricing and eligibility details from Zuora Billing through the existing catalog API.

  • Provides a setup experience in Quote Studio to define set %age, min and max threshold for account and charge eligibility.

How it works

  • The system identifies eligible base charges using configured filters.

  • A percentage rate is applied to the aggregated amount of those charges.

  • Optional minimum and maximum thresholds are enforced.

  • The calculated amount is then added as a separate charge line item.

Other Considerations

  • This feature is currently available only for Single Subscription Quotes (SSQ) and is not yet supported in Multi-Subscription Quotes (MSQ) and Ramp quotes.

  • In Zuora CPQ, Calculated Charge is limited to predefined options for Applicable Accounts and Applicable Charges.

  • Calculated charge is not supported for the following metrics:

    • Charge Metrics

    • Charge Metrics TCB

    • Order Delta Metrics

    • Order Metrics

    • Ramp Metrics

For calculation logic and example, see calculation logic and examples.

Last updated: May 18, 2026