Create a Quote Amendment or Renewal, from the subscription
We had several project on Zuora Quote where customers required to create the quote amendment or Renewal from Subscription and not from Account or opportunity.
Regarding the process, it makes more sence. Users need to be able to create quotes more quickly, and the current process obliged user to use the Select Account Page (Select Account and the subscription).
I suggest a Custom button on the subscription Record. When the user Click, he is direcly redirect to the Quote Creating page.
Open to discuss about this idea 🙂
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.