Zuora CPQ Ideas

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.

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.

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

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 :)

TrixabelleCP · ‎08-05-2019

The QuoteRatePlanCharge (zqu__QuoteRatePlanCharge__c) object is empty for renewal quotes (that haven't had any product amendments). However this data is available to query for other quote types. This makes it difficult to create a consistent method of querying quote objects programatically. Please make your objects consistent for all quote types.

stevenreedkelly · ‎07-09-2019

It would be awesome if using Discount Charge Items worked like regular charge items on a quote - and showed the net result of a discount charge on the line item. If the effective price and total for each charge line is populated, then the discount line should contain a net negative total for that charge line as well. Essenitally, we can't use Discount charges because they don't look right on a Quote (the line items show up, but the discount charge doesn't populate the same fields and because I'm stuck configuring merge fields on a Word '97 template, I have no idea how to quote to clearly display for our customers what they're paying and how we arrived at that total.

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

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 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.

Takagi · ‎06-19-2019

Although data such as TCV may be updated when the Quote screen is displayed, I think that it is better to lock the target record at that time. I added a button to call the process to set RecordTypeId to "ReadOnly" on the screen, but depending on the timing, it will return to "Default". It seems that the process called by the trigger has been overwritten with the previous value. I think that it is better to make it impossible to change from the outside when processing is performed in the back end such as trigger.

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

leemariemcmahon · ‎05-22-2019

TrixabelleCP · ‎05-22-2019

We have many existing S&U contracts that end near each other (but not on the same date). As we migrate these into Zuora they will create multiple subscriptions. Currently we will have to send customers separate quotes for each subscription even if they're only a day apart. It would be really useful if we can create a single quote covering multiple subscriptions (for the same account). This relates to this idea: https://community.zuora.com/t5/Subscriptions-Ideas/Ability-to-combine-merge-subscriptions/idi-p/6865

RSykesQlik · ‎05-22-2019

When creating a Zuora Rule for Zuora CPQ, and a Lookup with multiple attributes is used on the action, it is not possible to use a number field from the custom object as an Attribute. Only text fields are available. We would like to use the quantity from the quote line item to determine the record from the custom object, but because number fields are not allowed we can not easily use this field without doing Roll ups of the quantity to the Quote object and then converting to a text field. This does not allow us to run rules during changes to the Quote line as the Quote needs to be submitted first before the roll up is updated. Please make number fields from custom object available as Attributes.

mickan98 · ‎09-21-2018

Today, via APEX code, we can create a new subscription using the ZQuotes API. We can override the amount of both a recurring charge and a recurring discount. This is great for allowing one rate plan to be a template for various discount pricing based on various critera of our choosing. We would also like the quote and invoice to show the specific discount name the customer will receive. For example, one customer would see Monthly fee: $25 ABC discount: $10 while another Monthly fee: $25 XYZ discount: $15 Today the discounbt text is limited to the Product Rate Plan Charge name alone, which obviously is the same for all quotes and invoices regardless of the customer or the deal we provided to them.

ASchwarz · ‎09-18-2018

At the moment I am only able to create Invoice Templates or Communication Profiles in the Quote Config. As we are using the advanced invoice settlement we also have templates for Credit and Debit Memos. All our new customers come via Salesforce to Zuora and it would be great to get the ability to also assign Credit and Debit Memo Templates for an Account on the Salesforce Quote which is then synched to Zuora. At the Moment we need to make a manual update on every Account in Zuora to assign the correct templates at the end.

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.)

mikemartin · ‎06-13-2018

As a Salesforce user who is providing support to a customer, I want to be able to see the credit memos we've previously raised for a customer. As a Salesforce user who is providing support to a customer, I want to be able to see the debit memos we've previously raised for a customer. This is so I can better service a customer and have the information visible to me in Salesforce reflecting the customer's current financial relationship with our company. These object could be added perhaps as part of Zuora's "Data Connect / Configurable Sync" developments?

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

benj · ‎03-23-2018

When approving quotes we typically want to be able to see the products associated with the quotes as well as the details. Approving quotes is often done on a mobile device but the visualforce page for zqu_QuoteDetailProductSelector (among others) is not available for the mobile app. Can we please add this? The workaround right now is to create custom visualforce pages to display quote products.

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Zuora CPQ Ideas

Honor Payment Terms from Quote

Base quote templates with annex management

Update Account Details functionality from SFDC to Zuora

Create a Quote Amendment or Renewal, from the subscription

Allow QuoteRatePlanCharge to be queried for all quote types

Show normal Quote Rate Plan Charge fields for Discount Charge Items

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

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

Prevent inline Product Discount % when using Discount Rate Plan Charge

Exclusive control over the Quote object being processed

Update Zuora Account details button

Please add bill to/sold names from quote to invoice object field to map to exact invoice on 360 Sync

Quote for multiple subscriptions on a single quote

Include Number fields from custom objects as Attributes in Lookup Rule Action

allow override of rate plan charge name in ZQuotes

Ability to create Credit/Debit Memo Templates in SF Quote Configuration

Option to specify ISO Country/State for Z-Quotes

Sync Credit Memos and Debit Memos via Zuora 360

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

Make Quote Visualforce Pages available for Salesforce Mobile

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