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Ability to have a PDF of the quote for cancellation quotes

 It would be nice to have a PDF quote template for cancellation quotes. Some customers need them so they can get a customer to sign that they agree to cancel.

2 Comments
Zuora Alumni

Are you really asking for Cancel Quotes to output Quote Charges into Salesforce? (Same issue with Renewal Quotes standalone, no charges get generated because Zuora doesnt need them). @grayjoa

Zuora Staff

I don't think the cancellation quote needs to include the charge details, really it would include the account details and cancellation dates but be generated in the same way as our current quote PDFs and attached to the opportunity as normal. Right now we have customers having to write a document themselves for cancellations that include a bunch of the fields we can already include in a quote.