Modifying Active Ramp Deals

This document provides a detailed process on how to amend an active ramp deal using the amendment quote flow in Zuora. This process allows you to adjust the structure of a multi-year contract by adding new products or changing prices after the subscription has begun.

Step 1

Begin by accessing the ramp deal quote that requires amending. This will enable adjustments to multi-year contracts, such as adding products or altering prices after the subscription has started, using the amendment quote flow.

Step 2

Review the existing ramp quote for the specified customer. Observe the details section, which shows a subscription priced at 90.

Step 3

In Zuora Billing, examine the subscription details. The active subscription is in version 1, with a TCV of 410. Scrolling down reveals subscription and quote details, specifically quote 179.

Step 4

Notice the ramp interval that begins on November 1, 2025, and prepare for subsequent steps.

Step 5

The ramp interval ends in October 2028. View the DCB and TCV values, and scroll further to examine product details.

Step 6

The premium annual product has been added for the customer.

Step 7

The product has been invoiced and the invoice has been posted.

Step 8

Return to Salesforce to review the quote details, focusing on quote 179, which is associated with subscription 90.

Step 9

Attempt to amend the quote. The customer has decided to add an analytics add-on midway through year one, which will have different pricing in years two and three. Begin from the opportunity page.

Step 10

View the opportunity and click on the "New Quote/New" button.

Step 11

Identify subscription 90, which needs amending. After locating the subscription, click the pen icon to initiate the amendment.

Step 12

Return to the quote creation screen to see the amendment subscription, including reference to the subscription number and details. Access the details section to make necessary changes.

Step 13

Review and adjust the quote as necessary, leaving the dates unchanged. Proceed to verify subscription settings.

Step 14

Examine the semi-annual ramp interval, which has 36 initial terms (36 months), starting November 1, 2025. Navigate through the four visible ramp intervals and access additional intervals using the "More" button.

Step 15

There are six ramp intervals, spanning from November 1, 2025, to October 31, 2028, covering three years with semi-annual intervals. The amendment mode displays the existing three-year ramp structure with the base plan loaded automatically.

Step 16

Commence adding and ramping the new product midterm. The customer desires to add a cloud analytics add-on and adjust its price for the remaining term in years two and three. Proceed to add the analytics product.

Step 17

Examine the products within the ramp interval. Year one includes a one-time charge, a recurring charge, and a monthly or annual fee of $120.

Step 18

For interval one, a charge of $120 is visible. Interval two and three also maintain this $120 charge.

Step 19

The $120 charge is consistent across intervals four and five, as well as the sixth ramp interval.

Step 20

In ramp interval one, a one-time charge is displayed but is non-editable. The visibility of this charge depends on the quote configuration settings, specifically the "Hide Original One-Time Charges" option. If enabled, the charge is not displayed on the Quote Studio page.

Step 21

The one-time charge is visible but non-editable for an amendment quote. Proceed by adding the analytics product for the first ramp interval.

Step 22

Schedule the addition to start next year by changing the contract effective date to January 1, 2026, and confirming. The new contract effective date is now set for the first interval, with the cloud storage analytics in place. Ramp interval two will begin on May 1, 2026.

Step 23

From 2026, the customer has accepted a price increase. Adjust the price to five dollars for subsequent intervals.

Step 24

Update the price for ramp interval three, starting on November 1, 2026. Notice the automatic price update for intervals four, five, and six.

Step 25

The price remains five dollars, reflecting changes for years two and three. Preview the metrics.

Step 26

Select "Preview Metrics" to proceed.

Step 27

Once the quote is final, save it.

Step 28

Verify the quote details and submit the quote to Zuora. The quote "Harper Amend" is now finalized, featuring the analytics product in the first ramp interval.

Step 29

The product continues into ramp interval two. Scrolling to the right reveals an effective price of two, and a price of five dollars in the third interval.

Step 30

Send the quote to Zuora. Refresh the Zuora Billing page to check the status of version one.

Step 31

The original version of the subscription has expired. Proceed to select version two.

Step 32

Select version two from the dropdown menu. Scroll down to see ramp details and price updates.

Step 33

By clicking on the order number, verify that a product has been added and updated. Continue to scroll to see additional information.

Step 34

The newly added product is effective from January 1, 2026, to November 1, 2026. The subscription now features version two with the cloud analytics add-on active in Zuora Billing, reflecting future pricing changes from the audit.

Step 35

This process illustrates how to amend and extend the ramp structure of an active contract, showcasing a vital capability in managing long-term customer relationships.