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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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Field sets customization for CPQ X

Field set reference

Learn about the field sets that are applicable for Quote Studio.

Standard non-metric fields

The following table lists the introduced field sets and contained standard fields in Quote Studio, excluding metrics fields:
Object(API Name)Standard field set(API Name)Contained standard fields
Quote(zqu__Quote__c)

Billing

(zqu__CPQX_Subscription_Billing_CustomFields)

  • Account
  • Bill To Contact
  • Sold To Contact
  • Bill Cycle Date
  • Currency
  • Billing Batch

Overview

(zqu__CPQX_Subscription_Overview)

  • Subscription Term Type

Quote Information

(zqu__CPQX_Quote_Information)

  • Quote Name
  • Account
  • Opportunity
  • Valid Until
  • Start Date
  • Primary

Quote Information

(zqu__CPQX_SelectBillingAccount_Quote_Info)Note that you will not be able to see the Quote Information panel on the Billing Account Selection page if you remove all the fields from this fieldset.

  • Quote Name
  • Account
  • Start Date
  • Primary
  • Gross Ending MRR
  • Net Ending MRR

Quote Summary

(zqu__CPQX_Quote_Summary)

  • Account
  • Opportunity
  • Valid Until
  • Start Date

Subscription Summary

(zqu__CPQX_Subscription_Summary)

  • Initial Term
  • Initial Term Period Type
  • Term Start Date

Terms And Conditions

(zqu__CPQX_Subscription_Terms_And_Conditions)

  • Initial Term
  • Auto Renew
  • Renewal Settings
  • Renewal Term
  • Invoice Separately
  • Term Start Date
Quote Rate Plan Charge(zqu__QuoteRatePlanCharge__c)

Charge Display Metrics

(zqu__CPQX_Charge_Display_Fields)

  • Quantity
  • List Price
  • Discount
  • Effective Price

Charge Display Metrics

(zqu__CPQX_Charge_Display_Metrics)

  • Quantity
  • List Price
  • Discount
  • Effective Price
Billing Account (Zuora__CustomerAccount__c)

Billing Accounts

(Zuora__fields_for_select_billing_account_compon)

  • Account Number
  • Billing Account Name
  • Sold To Name
  • Bill Cycle Day
  • Bill To Name
  • Default Payment Method
  • Payment Term
  • Currency

Subscription

(Zuora__Subscription__c)

Subscriptions

(Zuora__fields_for_select_billing_account_compon)

  • Subscription Name
  • Contract Effective Date
  • Term Setting Type
  • Status
  • Initial Term
  • Renewal Term

Quote Amendment

(zqu__QuoteAmendment__c)

Trigger Dates

(zqu__CPQX_OrderAction_Details_TriggerDates)

  • Contract Effective Date
  • Service Activation Date
  • Customer Acceptance Date

Create Mid-Interval Update Required Fields

(zqu__CPQX_OrderAction_Create_DisplayFields)

  • Contract Effective Date

Standard metrics fields

The following table lists the field sets for metrics and the contained standard fields:
Object(API Name)Standard field set(API Name)Contained standard fields
Quote(zqu__Quote__c)

CPQX Subscription Metrics Collapse

(zqu__CPQX_Subscription_Metrics_Collapse)

  • Subscription Subtotal
  • Subscription Total

CPQX Subscription Metrics Expand

(zqu__CPQX_Subscription_Metrics_Expand)

  • Subscription Subtotal
  • Inline Discount
  • Discount
  • Subscription Tax
  • Subscription Total

CPQX QLI Metrics Collapse

(zqu__CPQX_QLI_Metrics_Collapse)

  • Quote Line Item Subtotal
  • Quote Line Item Total

CPQX QLI Metrics Expand

(zqu__CPQX_QLI_Metrics_Expand)

  • Quote Line Item Subtotal
  • Quote Line Item Tax
  • Quote Line Item Total

CPQX Quote Metrics Collapse

(zqu__CPQX_Quote_Metrics_Collapse)

  • Sub-Total
  • Total

CPQX Quote Metrics Expand

(zqu__CPQX_Quote_Metrics_Expand)

  • Quote Subtotal
  • Inline Discount
  • Total Discount
  • Total Tax
  • Quote Total

CPQX Sidebar Metrics Panel

(zqu__CPQX_Sidebar_Metrics_Panel)

  • TCB
  • Discount TCB
  • Quote Total
  • MRR
  • Discount MRR
  • Net MRR
  • Gross Ending MRR
  • Net Ending MRR

Quote Ramp Interval (zqu__QuoteRampInterval__c)

CPQX Interval Metrics Collapse (zqu__CPQX_Interval_Metrics_Collapse)

Interval Subtotal, Interval Discount, Interval Tax, Interval Total, Gross TCB, Net TCB, Discount TCB, Ramp Interval Subtotal, Ramp Interval Discount, Ramp Interval Total, Ramp Interval Delta Subtotal, Ramp Interval Delta Total.

Available from Quotes Version 10.55.

CPQX Interval Metrics Expand (zqu__CPQX_Interval_Metrics_Expand)

Interval Subtotal, Interval Discount, Interval Tax, Interval Total, Gross TCB, Net TCB, Discount TCB, Ramp Interval Subtotal, Ramp Interval Discount, Ramp Interval Total, Ramp Interval Delta Subtotal, Ramp Interval Delta Total.

Available from Quotes Version 10.55.

Note: To display the new ramp interval rollup fields in the Interval Metrics panel in Quote Studio, add them to the Interval Metrics (zqu__CPQX_Interval_Metrics_Collapse or zqu__CPQX_Interval_Metrics_Expand) field sets on the Quote Ramp Interval object.

The Interval Metrics panel is currently available only in Single Subscription Quoting.

Additional fields for customization

In addition to the preceding standard fields, you can also add custom fields to be displayed as Additional Fields in multiple display sections in Quote Studio. The following table shows the field sets displayed as sections on the Quote Studio page and their corresponding child field sets for custom fields.
Object(API Name)Standard field set(API Name)Child field set for custom fields(API Name)
Quote(zqu__Quote__c)

Billing

(zqu__CPQX_Subscription_Billing)

Additional Fields

(zqu__CPQX_Quote_Information_CustomFields)

Overview

(zqu__CPQX_Subscription_Overview)

Additional Fields

(zqu__CPQX_Subscription_Overview_CustomFields)

Quote Information

(zqu__CPQX_Quote_Information)

Additional Fields

(zqu__CPQX_Quote_Information_CustomFields)

Terms And Conditions

(zqu__CPQX_Subscription_Terms_And_Conditions)

Additional Fields

(zqu__CPQX_Subscription_TAndC_CustomFields)

Quote Amendment

(zqu__QuoteAmendment__c)

Create Mid-Interval Update Required Fields

(zqu__CPQX_OrderAction_Create_DisplayFields)

Additional Fields

(zqu__CPQX_OrderAction_Details_CustomFields)

Last updated: March 16, 2026