Hard Bundle in Quote Studio
The Hard Bundle feature in Quote Studio allows sales teams to configure and quote bundles with optional charges, providing flexibility and control over product offerings.
The Hard Bundle feature in Zuora tenant and 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.
Hard Bundle with Charge Optionality in Quote Studio enable sales users to:
Work with Zuora catalog-defined bundle products in Zuora CPQ within Salesforce.
Clearly identify optional vs mandatory components.
Select or deselect optional charges to control which charges are included in the Order generated from a Quote.
Support ramps and future‑dated updates using bundles with optional charges.
Each bundle includes a set of core items that are always included, along with optional add-ons that you can select or deselect. This gives you the simplicity of a predefined bundle with the flexibility to tailor it to your business.
You can adjust quantities and discounts for each item individually, giving you transparency and control over your purchase.
When your quote is finalized:
Only the items you selected are included.
Billing and invoices reflect exactly what you chose and do not include any hidden or unused components.
The Quote PDF template shows only the charges included in the quote and excludes any optional charges that were not selected.
Other considerations
Any inclusion or exclusion of an optional charge within a bundle is treated as an Update Action, regardless of whether the change occurs in a new subscription, amendment, renewal, or future-dated scenario. The system does not differentiate between Add or Remove Actions for optional charges within bundles.
If an optional charge is included in a subscription and later removed, for example, in a subsequent ramp segment, future-dated update, or amendment, the system prevents re-adding the same charge to that subscription in any later segments or amendments. This behavior is consistent with the current Zuora Billing functionality.
The optionality definition comes from Commerce Catalog at the product-rate-plan-charge level.
Zuora CPQ uses subscription history to decide what is selectable vs disabled in amendments, renewals, and future-dated segments.
Prerequisites
Ensure that the installed Zuora Quotes managed package version is 10.54 or above.
Ensure that the installed Zuora 360 package version is 5.22 or above, and you are using the latest Zuora Connector for Salesforce CRM.
Ensure that Hard Bundle is activated and configured in your Zuora tenant. For more information, see Hard Bundle support.
Ensure that you enable Product Catalog for real-time sync. If you are using manual sync, ensure that you sync manually every time you make a Product Catalog change in the Zuora tenant so the changes are available in Zuora CPQ.
Ensure that the cloned Zuora Quotes End User permission set is updated for the following fields.