Learn about creating a new quote in Salesforce using the Multi-Org feature, allowing selection of existing or new billing accounts and managing subscriptions through the Quote Studio page. As a Salesforce user with access to multiple orgs, you can create a New Quote with an existing or new billing account. When creating a new billing account, you can define which Zuora Org Unit the Account belongs to.

1. In your Salesforce org, navigate to the Account Detail page of an Account or the Opportunity Detail page of an Opportunity.
2. Click the New Quote (New) button.
   If there is more than one org, a list of the orgs you have access to from the associated Zuora tenant is displayed.
3. On the Required Inputs Prior to Quote Creation window, search for the organization or select from the org list.
   • You will only see the Org name column in the list by default. The Salesforce Admin can add additional columns to the table by adding the fields to the Multi-Organization Display Fields (Zuora__Multi_Org_Display_Fields) field set in the Zuora Organization (Zuora__Organization__c) object.
   • Salesforce allows record filtering only on fields included in the Multi-Organization Display Fields (Zuora__Multi_Org_Display_Fields) field set. Also, you can search only on text fields.
4. Select the required option from the No of Subscription: Multi or Single section.

   When you select Multi Subscription, you must enter the number of subscriptions in the Enter No of Subscription(s) to be created field.

   Note:

   • This option is available only when Multi Subscription Quoting is enabled in the Salesforce org and one or more subscriptions were created with the selected org and billing account.

   • When you select the Single Subscription option, the Multi Org for Single Subscription Quoting flow is triggered. See Create a quote with Multi-Org.
5. (Optional) When active or pending subscription settings are enabled in your Salesforce org and Zuora tenant, perform the following steps:

   IF	THEN
   Selected org and account have no existing billing account	Select Active Subscription or Pending Subscriptions and click Next.
   Selected org and billing account have one or more subscriptions created	Click Next. You are redirected to the Select a Billing Account and Select a Subscription section on the Quote Studio page.

6. Based on the selected billing account and org, perform the following steps:
   1. If the selected org and account have no existing billing account, configure Quote information and submit the configuration upon completion. For instructions, see Configure Quote information on the Quote Studio page.
      Note:

      • The Bill to Contact and Sold to Contact fields show only the invoice owner of the selected org.
      • When you select Existing from the Subscription Owner Type dropdown, all the accounts associated with the selected org are shown.
      • When you select New from the Subscription Owner Type dropdown, you can create a new billing account. This account is associated with the selected org after the Quote is sent to Zuora.
   2. If the selected org and billing account have one or more subscriptions, you are redirected to the Select a Billing Account and Select a Subscription section on the Quote Studio page. You can create, amend, or renew the Quote based on your business requirements. For instructions, see Configure Quote information on the Quote Studio page.
      Note:

      • When you select a New Billing Account in the Amend or Renew quote, you are redirected to the New Subscription section on the Quote Studio page.
      • When you select New Quote in the Amend or Renew Quote, you are redirected to the org selection window.