The Quote Wizard allows you to configure your organization's quote processing flow without coding, offering customizable quoting flows and Visualforce page integration.

With the Quote Wizard, you can configure your organization's quote processing flow with no coding.

This article describes Zuora CPQ Quote Wizard capabilities and explains how to use the Wizard to customize your quoting flow to best suit your business needs and operational best practices.

Before you start using the Quote Wizard, you need the access to the Visualforce pages you want to add to your quoting flow. See Creating Custom Quote Wizard Pages for more information on how to create Visualforce pages that are suitable for Wizard pages.

The Quote Wizard offers the following benefits:

• Quoting flow specific to each subscription type. The default subscription types are:
  • New subscription: Create a New Subscription quote
  • Amendment subscription: Create an Amendment quote
  • Renew subscription: Create a Renew quote
  • Cancel subscription: Create a Cancelation quote
  • Edit Subscription: Edit a New Subscription quote
  • Edit Amendment: Edit an Amendment quote
  • Edit Renewal: Edit a Renewal quote
• Flexibility to add Visualforce pages to the Quote Wizard and in any order you choose
• Configurable Progress bars on each page in the quoting process with your own text
• Configurable Back and Next buttons on each page with your own text
• Option to display the progress bar on your quote page
• Default Visualforce pages for each subscription type, progress bar text, and next and back button text to get you started.

Each subscription type has its own quoting flow of steps.