Zuora CPQ Ideas

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?

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.

Owen · ‎12-20-2016

Customers have requested the ability to sync the "Today's MRR" field from the Zuora UI to SFDC via 360 sync. Is this a possible future enhancement?

Ben- · ‎06-30-2016

When you have a large global product catalog in salesforce, not all products are active or need to be synced to the Zuora product catalog. There is no way to designate such products, and any update to those products in salesforce will cause a trigger to move them to "updated" status in the catalog sync and zquotes will attempt to sync them with the other products. I would like a way to filter product catalog sync better, perhaps by designating Zuora eligible products in the salesforce product catalog. In my case, the global organization has not implemented the Zuora product catalog hierarchy and we have thousands of products that will not sync to Zuora and there is no way to filter them out of the product catalog sync so that I can sync the products that actually need to go to Zuora. When you combine this with the restriction to sync only 100 of the 7000 products at a time (due to a poor pagination technique) this means that keeping the Zuora product catalog up to date is an unmanagable task because the products that error out never leave the "updated" filter and I can't change their sync status through the salesforce API without the trigger changing the status back to "updated."

khong-xogrp · ‎02-18-2016

It would be great if the salesforce managed package would allow for subscribing to the zuora callout events that are available in Zuora without the need to set this up within zuora. For one, zuora's callout does not support OAUTH so makes it not ideal for setting up a callout to hit back to salesforce apis. Secondly, zuora for salesforce is already syncing data bewteen the two systems, this could be another integration point of sync'ing callouts. Secondly - would like callouts to be available for Amendment key dates, not just subscription key dates.

Owen · ‎06-14-2017

Please could we look in to the feasability of exporting the settings from the guided product selector so they can be imported in to another environment?

jfimbres · ‎02-15-2017

Even though a one time charge is not technically renewed, it remains on the latest renewal version after sending to Zuora. It appears that the user in Salesforce has to drop the One Time Charge even though it cannot be renewed before sending to Zuora. Is that the expected behavior or should the system not have it in the latest version of the subscription after sending to Zuora and post renewal?

mruestes · ‎01-26-2017

In the Salesforce Invoice and Payment object it would be great to have a field indicating if the invoice or payment is related to a renewal, a new customer, an upgrade, etc. This field is very typical on opportunities but we lose track when we look into invoices and payments.

madisonwaterman · ‎09-09-2016

So Zuora is partnered with Docusign to bring full integration between Zuora, SF, and Docusign surrounding the quote object. Unfortunately they don't provide support surrounding the amendment object, meaning that amendments within Zuora cannot be sent from Salesforce using Docusign. This doesn't seem like it should be very different than the integration with the quote object, but after hours of trying to come up with a solution, my Docusign tags aren't picking up the data from the amendment object in the same way they are from the Quote object; it looks like it's not picking up any data at all. If anyone has done this before or has any suggestions, please let me know!

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Zuora CPQ Ideas

Sync Credit Memos and Debit Memos via Zuora 360

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

Sync Today's MRR to SFDC

insufficient Salesforce to Zuora Product Catalog sync filters

Subscribe to callout events in salesforce

Export settings from the guided product selector so that they can be imported to another environment

Salesforce and One Time Charge on a Renewal from Original term

Invoice/Payment type (renewal, upgrade, new, etc)

Docusign Amendments in Salesforce

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