Zuora CPQ Ideas

TC123 · ‎10-02-2020

When refreshing a Salesforce sandbox, all Zuora Config settings in Salesforce are lost (they are set back to default values). This means that after each refresh, you have to manually configure all the settings all over again. My idea is to be able to export this configuration before the sandbox refresh and to be able to import it back to the sandbox after the refresh. Benefit: This would avoid hours of painful manual administration work at each refresh.

TrixabelleCP · ‎09-02-2020

The quote Special Notes and Terms (1000 chars) but is forcibly mapped to Subscription Notes (500 chars) when creating a subscription. This means the user can enter 1000 characters only to get an error that it must be 500 characters. This is very bad UX. Since you develop both systems, please ensure fields that are forcibly mapped are the same length in both systems. Ideally make both fields MUCH bigger as even 1000 characters isn't really enough.

TrixabelleCP · ‎05-04-2020

I expect the clone quote button on a renewal or amendment quote to also clone the product changes to the quote (currently it doesn't do that making the name of the button incorrect). It's a really common use-case for us to provide 1 and 3 yr quote options and having to re-produce any changes to the quote each time is unecessary work.

Vishala · ‎10-09-2020

Set Default pagination is set to 25 products per page on Edit products page The Default pagination is set to 10 products per page. After page load, User can set it to display a maximum of 25 products. Since the default value is set in the managed package code. But is it possible to change the default pagination from 10 to 25?

chadhelbling · ‎06-30-2020

Currently there is an option to select the payment terms when building a quote in CPQ. However this field does absolutely nothing, the payment terms will be whatever is currently set on the Billing Account and will not change once the quote is sent to Zuora. If its a configurable option in CPQ then the Billing Account should be updated to match once the quote is accepted and sent to zuora. This causes a ton of confusion for both salespeople and customers.

apaquette · ‎02-04-2020

Request the ability to format or specify format on Standard Fields that are in the Zuora CPQ package. Specifically our business users are requesting the abilty to show Quantity, Units etc.. with comma separator. Since these are part of the SFDC/Zuora Manage package we can not format them directly for User Experience. One recommendation is to create a formula custom field, which has some implications as well. Please consider for enhanced user experience and adoption on the

TC123 · ‎06-11-2020

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.

clarkTpT · ‎05-05-2020

Our Salesforce org uses state abbreviations for the billing address but Zuora requires the full state name. When a new subscription is created for an existing billing account and that subscription is sent to Zuora for billing an error is given. The error is caused by the state's abbreviation not matching the full state name. Unfortunately, I can't change the abbreviation in Salesforce because Salesforce is connected to many other systems. It seems reasonable to be able to expect that Zuora billing could read the state name as well as the state's abbreviation.

Muthukumaran · ‎05-12-2020

As per the design Currently, we can able to do Update Zuora Account Details only for the below fields from SFDC quote to Zuora The customer has identified a problem on the phone numbers of the contact : Salesforce Contact Field Zuora Contact Field Update / Comparison supported ? Contact.Phone Contact.WorkPhone Yes Contact.MobilePhone Contact.MobilePhone No Contact.HomePhone Contact.HomePhone No The Contact fieldset related to this (zqu__Compare_Contact_Details) only contains the first type of phone. The below are not able to update while doing the Update Zuora Account Details from Quote. Contact.MobilePhone Contact.HomePhone Kindly consider this and add the above fields in the (zqu__Compare_Contact_Details) fieldset

Aditya · ‎03-23-2020

There is a popup box appears to enter the discount percentage for the Discount Rate Plan Charge. On click of the Save button on the popup box, the rule engine does not trigger. In Zuora Config 'Enable Real Time Rule Calculation=true' and 'Enable Force Recalculation=true' Attached a screenshot.

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Zuora CPQ Ideas

Export Zuora Config settings in Salesforce to avoid losing them on sandbox refresh

Ensure Special Notes and Terms (1000 chars) and Subscription Notes (500 chars) have the same length

Clone amendment and renewal quotes

Set Default pagination is set to 25 products per page.

Honor Payment Terms from Quote

Ability to Format Standard fields in the Zuora CPQ Package - Quantity , Units etc..

Base quote templates with annex management

Match State Abbreviations with State Names

Update Account Details functionality from SFDC to Zuora

Rule Engine not trigger on Discount Charge pop-up box Save action

Request to add Invoice Item Line and Payment information on Salesforce Sync

Not to have default option when amending Quote

Product Description (in Product Catalog) needed on Z-Force Quote template