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Base quote templates with annex management

Base quote templates with annex management

It would be great to be able to easily add/remove annexes to a quote template to be able to create quotes with the product related annexes.

A solution proposal: There would be a base quote template for each type of quote (new subscription, amendment, renewal, cancellation) and then that template would be the first pages of the real templates which could be product specific.

The business reasons behind this: we have up to 4 annexes for each template with different Word formatting and it took me weeks to put them together in a single Word document. Also the Zuora part of the template is often modified to apply to new business rules/needs and it would be a lot easier if only the base template could be modified and it could be automatically taken into account in the product specific templates.

 

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