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ability to add new additional contacts on Quotes

There a button to update the contacts via a Quote but there's no way to add a new contact on a quote.   If there is only 1 contact in zuora for the Bill To / Sold To you can't change the Bill To contact to a new contact without also changing the information on the Sold To as well because it's the same contact ID in Zuora.  If you want 2 contacts, 1 for Bill and another for Sold, you have to create that contact in Zuora and update references on the Zuora Account. We would like to do this on the Quote.

4 Comments
Community Manager
Status changed to: More Feedback Needed
 
Community Manager
Status changed to: Under Consideration
 
Zuora Alumni
Status changed to: Unlikely
 
Guru

You can Create A Button On Salesforce For Creating a record with the information coming from Account ID. 

You can Use this button everywhere on salesforce, also in a Managed page like ZQuote.

 

I Did it on ZQuote It works very well. The only one problem is that you cannot use this button on The Layout "New Subscription", only in "Edit Quote" "Quote Detail". 

 

Regards.

 

Saïd