Zuora CPQ Ideas

Zuora-Support · ‎01-13-2016

Feature Request: sync the same fields Zuora syncs for Bill To contact. Status: under evaluation Reference Number: PMT-1301 Business Need: customer Z would like to send out renewal reminders to the Sold To contact since that person would be the person that would actually decide on if they can renew or not, versus the Bill to contact.

Zuora-Support · ‎01-13-2016

Feature Request: Ability to directly send Quote PDF to the Sold To Contact Status: under evaluation Reference Number: DE5562 Business Need: Currently customers have to save the Quote document on their own PC, compose an email and send it to Sold To Contact, which is time consuming and inconvenient. They would like to have the ability to send the Quote PDF directly.

Zuora-Support · ‎01-13-2016

Feature Request: to have validation rules implemented where Address, City, and Zip are also mandatory prior to submitting quotes from Salesforce to Z-Billing. This rule is currently implemented only on tenants that have Taxation feature enabled. Status: under evaluation Reference Number: PMT-1339 Business Need: customer is unable to set up account in their system without full address, and it's having a big impact on the business as it takes a great amount of time, daily, to look up the information.

Zuora-Support · ‎01-13-2016

Feature Request: Allow ability to create Cancellation Amendment from SFDC Status: under evaluation Reference Number: DE8407 Business Need: Some customers requested the ability to create Cancellation Amendment from SFDC to cancel Subscriptions that have already been sent to Z-Billing.

Zuora-Support · ‎01-13-2016

You can't generate a quote in salesforce in chrome unless logged into Zuora. This shouldn't be neccesary

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

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.

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.

hartnady · ‎11-22-2019

The following Zuora fields are critical in any implementation using either Invoice Settlement feature or Sequence Sets in Billing: Account.SequenceSetId Account.CreditMemoTemplateId Account.DebitMemoTemplateId However these fields do not exist anywhere on the zqu__Quote__c object in Salesforce, nor are they available on any other objects where we can add these fields to Field Sets. And since custom salesforce fields cannot map to Standard Zuora fields, there is absolutely no workaround for this. So basically this means, that if you are using Zuora CPQ and have Zuora's Invoice Settlement feature activated, you cannot use Zuora Quotes in Salesforce because it's impossible for the Sales user to choose the correct Credit or Debit Memo Template. Similarly, if you are using sequence sets, it's impossible for users to define the correct Sequence Set on the Quote in Salesforce. This is not compliant with many international internal revenue authority regulations.

TylerRey · ‎08-27-2019

Customer has a use case where they lower the price on a subscription to "save" a customer. Let's say the lower the price of a subscription from $120 to $84 for a year's subscription in month 3. Zuora credits $90 (9 months at $10/ month) and charges $63 (9 months at $7/month). But if you do this operation in Zuora CPQ the details page showing the quote metrics will show one of 2 things depending on the "Invoice/Credit Memo generation" rule in Zuora. If the rule is set to generate credit memos for all negative charges, the Zuora CPQ total on the quote will say $63, the amount of the charges with no inclusion of the $90 credit. If the rule is set to generate credit memos for net negative invoice totals then Zuora CPQ shows a total of $0 again no inclusion of the credits. I would like the total to show -$27 ($63 - $90). This is what an order preview in Zuora shows and reflects what the customer will be credited as a result of this Quote/Order. Related to support ticket: 182071

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.

leemariemcmahon · ‎06-25-2019

When anniversary billing is used for late renewals, I would like to be able to use the update Z account button to update BCD, cheers Lee Marie

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

ahanberry · ‎04-02-2019

Quote charge summaries are created for every quote in SFDC, regardless if the quote is primary or not and regardless if the setting is checked in Zuora to only allow one primary quote. This generates redundant and irrelevant quote charge summaries and prevents useful reporting from this related list. Only show quote charge summaries for the primary quote.

Emmanuel · ‎03-12-2019

When a client uses Product2 for non-Zuora products, the zuora triggers create entries in Zproduct regardless... (although, of course, this is unneeded since it's not a Zuora product)... This is consuming sfdc space... When doing a cleanup of the catalogue, since these Products are not zuora products, the data created by our trigger in ZProduct, is not removed... as we result, we are creating unnecessary data that we are never removing... Our client has several millions products in Product2 while only a tiny percentage are zuora ones... and as a result we consume a lot of sfdc space because of our somewhat inconsistent behaviour... Proposal is to handle this better and only create data in Zproduct for Zuora products...

Yoshihisa · ‎02-18-2019

Currently "invoice owner billto address" is not supported in Merge Fields for Quote Template. https://knowledgecenter.zuora.com/CA_Commerce/C_Zuora_Quotes/CB_Zuora_Quotes_Configuration_Settings/D_Quote_Template_Settings/Customize_Quote_Templates/K_Supported_Merge_Fields_for_Quote_Templates_and_Mapping_to_Salesforce Only invoice owner name(Quote.InvoiceOwnerName) and invoice owner id(Quote.InvoiceOwnerId) are supported. So please support "invoice owner billto address" as well.

billdavis · ‎02-06-2019

When you are using product features and you change the features within a product you impact open quotes in Salesforce. When these features are changed and you go to view a quote that contains the product where the feature changed, an error is received. Supports response is to enable the 'Allow Feature Changes in Subscriptions option' which allows end-users to adjust features within the quotes, which is not desirable. Once the features are changed, we need to go into those open quotes and remove the product and add it back in manually, which is extremely time comsuming and not something that we support going forward. There is not a report that you can run to show you the quotes where the features do not match with the current products features. Could there be a feature that when a product feature is changed, that a prompt or report would show you the open quotes that are impacted? This way we could become aware of the downstream changes? Better yet - when the changes are made, that there is an option to automatically update any open quotes to update to match the current product features.

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Zuora CPQ Ideas

Additional fields for Sold To contacts sync

Ability to directly send Quote PDF to the Sold To Contact

Validation Rules for Billing Address

Allow ability to create Cancellation Amendment from SFDC

Fix login chrome bug in z-quotes

Update Account Details functionality from SFDC to Zuora

Match State Abbreviations with State Names

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

Standard Zuora fields on objects not available on Quote object in Zuora CPQ for Salesforce

Quote Details - Sub Total and Total metrics not including Credit Memos

Show normal Quote Rate Plan Charge fields for Discount Charge Items

Update Zuora Account Details button

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

Quote Charge Summaries for primary quote only

Issues when Product2 contains non-Zuora products

Support invoice owner billto address in Quote Template

Editing of Product Features Identifies Quotes that are impacted

Add IncludedUnits field to Quote template

Add a picklist for Billing Period on the Quote Charge.

Ability to have 1 Salesforce.com Account linked to Multiple Zuora Tenants (for Z-Quotes and Sync)