Zuora CPQ Ideas

Schiadmi · ‎10-02-2019

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 :)

justdonlon · ‎06-24-2019

We want to emphasize the use the of the Product Filter, and have it expanded by default so that users use the filter effectively. In addition we'd like the option to have the Rate Plans expanded by default - particularly after the filters have been adjusted - rather than having a user click the "Select Plan" button each time.

justdonlon · ‎06-24-2019

When using "Discount Charges" on a Product with a one time charge the Discount charge always shows up as Recurring - which then keeps the Discount Charge on a Renewal/Amend Quote even when the "Hide Original One-Time Charges" setting is selected. The "Hide Original One-Time Charges" is very useful to avoid confusion when users need to create renewal quotes for subscriptions that had a one-time charge such as professional services. Ideally we would like to hide the entire rate plan from the Product Selector

justdonlon · ‎06-24-2019

When using Discount Charges within a rate plan we would like to prevent a user from being able to edit the Product Discount % field - they should only be able to edit the actual Discount Charge (using the hyperlink and pop-up) Currently it seems we have no option to lock this field - which means we need to use Rules Engine or Validation Rules to reactively reset to 0 and alert the user.

gayendra · ‎08-20-2018

Z-Quotes uses the SalesForce Country/State picklist 'Integration Name' to send to Zuora. However, there are some situations where the integration name can't be updated due to existing external system integrations with Zuora (eg. CMS). Z-Quotes should have a way to specify either the Integration-Name, Country code or other uploadable config mapping to specify to align the integration between Zuora and Salesforce. (Maybe extend the feature to Z-360 as well.)

rahulranjan · ‎04-18-2018

Currently when an Amendment or a Renewal quote is created, the CPQ package retrieves the List Price from Product Catalog (PRPC) , rather than from the subscription rate plan charge. In the example below, the product rate plan has an annual list price of $ 5000 . This was overridden to be sold with a Quarterly price of $1250 and a discount of 12% to make effective price $ 1100 Now at the time of renewal/amendment the List Price is being pulled from the product catalog at $5000 while the effective price is from the subscription rate plan charge. Thsi results in a displayed discount of 78% which is not correct. This is causing a lot of confusion among the sales reps where it appears they heavily dissounted the old product and is not a correct reproesentation of subscription data. The List Price should be retreived from Subscription and not the Product catalogue Link to Support request. https://support.zuora.com/hc/requests/136488

leemariemcmahon · ‎05-22-2019

When I use the update Zuora account details button in CPQ on renewal quotes I would like it to add the new contact not replace old bill to/sold contact records I love the button but so uncomfortable with the loss of data that i am hesitate to use it for my renewals and may resort to manually adding contacts instead Is that possible ? Thanks for vetting the ask, best Lee Marie

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Zuora CPQ Ideas

Create a Quote Amendment or Renewal, from the subscription

Auto Expand Filters and Selectors on the Edit Products and Charges page

Enhance the setting for "Hide Original One-Time Charges" setting to cater to Discount Charges

Prevent inline Product Discount % when using Discount Rate Plan Charge

Option to specify ISO Country/State for Z-Quotes

Retrieve List Price from subscription rate plan charge for Amendments and Renewals

Update Zuora Account details button

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