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On-demand features in Zuora CPQ

Explore on-demand features in Zuora CPQ, which are customizable feature flags activated by Zuora Support upon request.

On-demand features in Zuora CPQ are feature flags that Zuora Support can turn on for individual customer orgs. These features are generally turned off by default and are turned on only when requested.

To turn on the features, contact Zuora Support.

Setting

Description

Introduced in version

Renewal and Amendment Loading optimization

A performance optimization feature is available to reduce loading time of amendment and renewal quotes for Single Subscription Quoting (SSQ).

When this feature is turned on, amendment and renewal quote now use the v1/subscriptions API to load original products from Zuora instead of the SOAP API.

Note:
  • The Root Quote Rate Plan Id and Original Product Rate Plan Option Id fields on the Quote Rate Plan record are not populated.

  • The Subscription Charge Tier Zuora Id field on the Quote Charge Tier object remains null.

  • Quote Product Feature records are not created.

10.53

Send Idempotency key

When enabled, this setting adds an Idempotency-Key header with a random value in REST requests of type POST and PATCH.

10.53

Skip rule engine and preview on save

When set to true, rule engine execution and preview calls are skipped after metrics are saved. This optimizes quote save time for customers who do not have dependencies on metrics data in rules or triggers.

10.53

Enable Debug Rest Response

When enabled, the response body for REST API requests is logged in the debug logs.

10.53

Enable Smart Preview

When you upgrade to Quotes version 10.51, the Smart Preview setting record is created automatically and enabled by default. The admin config setting Enable Smart Preview is deprecated.

10.51

Javascript-based rules engine

A JavaScript-based rules engine is available in beta to improve rule execution during the quoting process.

When this feature is turned on:

  • All product-related rules, including the Custom Action Plugin, will run in Apex.

  • All validation rules will execute on the client side.

The implemented architecture significantly improves performance by accelerating rule evaluation, reducing heap size issues, and enhancing the overall efficiency of the rules engine. For more information, see Client-Side Rules Engine in Quote Studio.

10.51

Enhanced Quote Studio UI

An enhanced Quote Studio UI is now available in beta.

Key features include:

  • Card-based layout: Sections are organized using a card-based design for clearer separation.

  • Improved spacing and elevation: Enhanced spacing and visual depth create a cleaner, more consistent interface.

  • Section separation: Subscription configuration and charges are now presented as distinct sections.

  • Visual consistency: Key UI elements, such as the light green banner, are retained.

  • Salesforce Lightning alignment: The updated design aligns with standard Salesforce Lightning layout patterns.

10.58

  • Responsive Quote Studio window.

  • Full-page Product Table view

For enhanced Quote Studio UI images, see Enhanced Quote Studio UI.

10.51

Skip Entity Formula Recalculation

The Skip Entity Formula Recalculation text field setting determines whether Formula fields should be recalculated. By default, this setting is blank. When left blank, formula fields from the Account and Opportunity objects are recalculated during package installation, quote creation, rule execution, preview processes, and similar operations. To prevent recalculation for specific objects, contact Zuora Support to update this setting.

Note:

If a formula field depends on a lookup field value, the formula field is not recalculated immediately when only the lookup field is populated and no product has been added to the quote. Formula field recalculation occurs during the Apex-side preview flow. If no products are added to the quote, Quote Studio does not make a preview call, so the formula field values are not calculated at that point.

As a workaround, you can use either of the following options:

  • Add a product to the quote, then populate the lookup field. The formula field values are calculated when the preview runs.

  • Use Preview on Demand after populating the lookup field so that the formula field values are calculated.

10.47

Quote Studio Metrics Option

The Quote Studio Metrics Option setting is used to suppress some or all of the metric values displayed in the Quote Studio UI on Amend and Renew quotes, particularly those not included in configurable field sets.

You can request the Zuora Support team to suppress or hide the following values:

  • SSQ Suppress Charge Subtotal Delta Values

  • Hide charge subtotal and delta values on the Charge and Subscription panel

  • SSQ Suppress Delta Values

  • Hide delta values on the Charge and Subscription Panel

  • SSQ Suppress Charge Subtotal Values

  • Hide Charge Subtotal values

  • MSQ Suppress Charge Subtotal Delta Values

  • Hide charge subtotal and delta values on Charge and Subscription Panel for Multi Subscription Quoting

  • MSQ Suppress Delta Values

  • Hide delta values on Charge and Subscription Panel for Multi Subscription Quoting

  • MSQ Suppress Charge Subtotal Values

  • Hide Charge Subtotal values for Multi Subscription Quoting

10.44

Enhanced Quote Studio UI

Below are images of the enhanced Quote Studio UI:

Figure 1. Quote and Subscription section
Quote and Subscription section

Figure 2. Product section
Product section

Figure 3. Quote and Subscription section - V10.58 onwards
Quote Configuration UI

Figure 4. Product section - V10.58 onwards
Charges & Products UI