Learn how to configure the Quote Studio page to ensure it meets your business requirements and understand its components and functionalities.

1. After you enter the Quote Studio page, click in the Quote Summary card at the top to review and configure the quote information in the expanded view, including the quote name, associated account and opportunity, the valid period of the quote, and whether it is a primary quote.
   
2. Click in the Subscription Summary section to review and configure basic information of the subscription, including the subscription type, terms and conditions, whether it is a ramp deal, and billing information.

   • If you want to create a ramp deal:

     1. Switch the Ramp toggle to the on position.

     2. Select the length of ramp intervals from the Ramp Interval Length dropdown list. The ramp intervals are determined based on the quote start date and ramp interval length. Note : if you select Specific Months , you must also specify the Specific Ramp Frequency field that indicates how many months are included in a ramp period.

   • If you want to create a non-ramped subscription, switch the Ramp toggle to the off position.

3. Select the products and rate plans on which the subscription is created.

   • Enter one or more keywords in the search bar to search for existing product rate plans, then select the target product rate plan from the dropdown list. The selected product rate plan charges are then added to the table. Repeat this step until you have added all intended one-time charges.

   • Alternative to using the keyword to search for items, you can leverage the Browse Products button to select product rate plans.

     1. Click Browse Products .

     2. Find the product and rate plan upon which the subscription quote will be created, hover over the rate plan and click .

        You can search for products or rate plans using one or more keywords. From Quotes version 10.48 onwards, you can search using fields defined in the Product and Product Rate Plan objects. Administrators can configure which fields end users may use when searching for products and rate plans.

        • Field types such as Long Text Area, Rich Text Area, Boolean, Reference, and other fields not supported in SOQL filters are not supported.

        • If unsupported fields are added to the field set, they are skipped automatically and do not appear in the search results in Quote Studio.

        Repeat this step until you have added all intended product rate plans.

        From Quotes version 10.57 onwards, the product and rate plan search behaves as follows:

        • Each non-quoted word in the search input is treated as a separate term, and all terms must match (AND logic). As you add more terms, the results narrow.

        • Search is order-independent. For example, entering Plan flat returns matches such as Flat Fee Plan and Plan A - Flat Rate where both words appear, regardless of order.

        • Each term can match in any searchable field (OR across fields), such as Name, Product Name, or fields included in the Product Search Fields (zqu__ProductSearchFields) and Product Rate Plan Search Fields (zqu__ProductRatePlanSearchFields) field sets. A match in any searchable field satisfies that term.

        • Words shorter than 2 characters are ignored.

        • If you wrap a phrase in double quotes (for example, "recurring flat"), the entire phrase is treated as a single exact-match token instead of being split into separate terms.

        • Search results highlight each matching term or quoted phrase in the UI.

        Examples:

        • recurring matches names containing recurring, such as Recurring Flat Fee Plan.

        • recurring flat matches items where both recurring and flat appear in the searchable fields, such as Recurring Flat Fee Plan and Flat Rate Recurring.

        • "recurring flat" matches only names containing the exact phrase recurring flat, such as Recurring Flat Fee Plan.

        You can define the sequence in which charges are displayed within a Quote Rate Plan. For more information, see Sequence charges within a Quote Rate Plan. From Quotes version 10.48 onwards, you can hide the Selections option if needed. For more information, see Restrict access to features in Quote Studio.

     3. Click Add Selections. The selected product rate plan details and charge metrics are then displayed. For ramp deals, you can click different ramp interval tabs to view the charge information and charge metrics for each ramp interval.

        Starting with Quotes version 10.55, for ramp deals, the Quote Ramp Interval Metrics panel can display both invoice-based interval metrics and Charge Segment–based Ramp Interval rollup metrics. The Interval Metrics panel is currently available only in Single Subscription Quoting. Administrators can add the following fields from the Quote Ramp Interval object to the CPQX_Interval_Metrics_Expand and CPQX_Interval_Metrics_Collapse field sets:

        • Ramp Interval Subtotal – Gross TCB per ramp interval based on Charge Segment metrics.

        • Ramp Interval Total – Net TCB per ramp interval based on Charge Segment metrics.

        • Ramp Interval Discount – Difference between Ramp Interval Subtotal and Ramp Interval Total.

        • Ramp Interval Delta Subtotal – Gross TCB delta per interval. Delta is defined by the contract or subscription version. In New quotes, delta values equal the regular values. In Amendment and Renewal quotes, delta values represent contractual differences.

        • Ramp Interval Delta Total – Net TCB delta per interval. Delta is defined by the contract or subscription version. In New quotes, delta values equal the regular values. In Amendment and Renewal quotes, delta values represent contractual differences.

        These Ramp Interval fields update dynamically in the Quote Studio UI as you adjust charge pricing or structure within a ramp quote, providing real-time feedback when updated metrics are returned from Zuora at the interval level.

        You can use Object Field Config to optionally hide/show any of these fields in the Quote Ramp Interval metrics panel based on New, Amendment, or Renewal Quote types. For more information, see Configure field based on quote type.

4. If you have enabled the Enable OLI Creation in Quote Studio setting, the Non-Subscription Items section is displayed on the Quote Studio page. In this section, you can search and browse existing one-time charges, and create quote line items based on these charges. If you also have the Allow ad hoc OLI creation setting enabled, you can create new quote line items from scratch. See Create quote line items for more information.
5. If you want to update the quantity, discount, list price, effective price, or custom fields you add to the table, you can directly update the corresponding field. The Charge Subtotal and Subscription Total amounts are recalculated in real time for each update. You can also make updates to the products such as adding or removing charges on a certain date, and creating mid-interval updates. See Manage products in quotes for more information.
6. Preview quote metrics.

   • If the Enable Preview On Demand Quote Studio admin setting is not enabled, you can click the amount in the Charge Subtotal column to see the charge breakdown by billing period. See the following screenshot as a sample charge breakdown modal.

   • If the Enable Preview On Demand Quote Studio admin setting is enabled, the metrics for each items in the Charge Subtotal column are not calculated in real time. Instead, the Preview Metrics button is displayed at the bottom of the page. You can click this button to preview quote metrics on demand. For more information, see Enable Preview On Demand.

7. (Optional) To preview the charge metrics, click on the right. The Total Contracted Billing (TCB) and Monthly Recurring Revenue (MRR) metrics are available for preview, including:

   • Gross TCB

   • Discount TCB

   • Net TCB

   • Gross MRR

   • Discount MRR

   • Net MRR

8. (Optional) To review all changes made to the subscription or non-subscription items, click on the right. The following screenshot is an example of the logged changes to a subscription.
   
9. Click Submit. The configuration is then submitted successfully.