Zuora CPQ Ideas

AnnaRudenko · ‎06-23-2016

This would help a lot - to configure and test Guided Product Selector in Production & assign it to certain users only. Also in some cases Product catalog in Sandbox is out-dated, so now we need to manually create the same products in Zuora Sandbox and do the tests there.. having this fetaure in Production would be great!

riteshjain83 · ‎04-27-2016

Hi Zoura team, I would like to know Zoura features and possibility to integrate same with MS Dynamics? any document or pointers will be very helpful and it is very urgent. Thanks. regards, Ritesh Jain

khong-xogrp · ‎02-18-2016

How contacts are handled from salesforce to zuora causes issues with maintenance and updates to the contacts. Currently, the out of the box quote package creates duplicate contacts in zuora when creating a new customer. The API needs to allow for one single contact to be used for both the sold to and bill to contact without creating duplicate contacts in zuora.

Emmanuel · ‎12-20-2018

... payment's SettledOn field is synched, but not the Refund's... This is inconsistent, and we would expect that reconiciliation related fields for Refund to be synch'ed as well!!

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.

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

Nigel · ‎03-15-2018

When we make a renewal quote and add an additional product - that product is only added from the date that the renewal takes effect. As customers often renew a couple months in advance, it would nice to add the additional product to start from now, and then be renewed for a futher 12 months with the rest.

Andrew8ken · ‎03-20-2017

Is it also possible to have an operator "is not equal to" in the filter settings for guided selling? This might be helpful for, e.g. excluding countries for a regional availability of a product. Thanks, Andrew

grayjoa · ‎01-27-2017

Sometimes a quote contains charges that do not need to be shown to the end customer, particularly for usage charges, but filtering them out if very difficult and not user friendly using mailmerge. Would be great to have a way to do this by not showing charges with a certain custom or standard field value.

HeraDonaldo · ‎07-08-2016

I've incorporated an approval process with my org's quoting process. It would be advantageous and convenient to have the pfd / word generated preview auto-attach to the Quote details page much like it auto-attaches to the opportunity page. This would make it easier for the approver to review and one less step for the requester in submission.

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.

benj · ‎03-28-2017

The default number of products displayed per page is 10 - our sales reps would like to see a larger number of products. Currently, they can see up to 100 which is great but they have to select this every time. We want to be able to choose 100 as the default number. Please allow this to be a configurable setting.

ehavens · ‎11-08-2016

For a Renewal Quote, the object "Quote Product Feature" does not contain any values for Quote Rate Plans that have the field zqu__AmendmentType__c = Renewal. Because there are no changes it doesn't list the features already assiciated with that product. When a Quote PDF is generated, the feature table is empty for that product. It would be better if the object Quote Product Feature contained the existing features. Then the QuoteFeatures table would display features for new products, updated products, and renewal products (original).

Jeffrey · ‎11-01-2016

Zuroa API returns "Operation failed due to an unknown error" for different scenarios. This error message is returned via the API, which is also displayed in Salesforce when the Quote is generating the preview metrics. This error can arrise from different reasons. One is Avalara has an error due to configuration issues, but the user does not know until a Zuora Support agent looks into the error in the backend. Another reason for this error could be the Payment Gateway is not properly set up. You can view existing tickets where this confusion has occured due to vague error messages. Time can be saved if we identify the issue in the beginning. Thanks. See Ticket # Avalara 63513 85128 66062 66492 67048 81386 Payment Gateway 77230

mikemartin · ‎08-18-2016

We'd like Quotes to be updated to send the PO Number and VAT ID to Zuora when they Quote is sent to Zuora. Also the Company Code for avalara users would be useful too.

Viktor · ‎07-12-2016

Currently, if we open any Quote, and click the "Send to Z-Billing" button, we validate if the Quote has been sent to Zuora previously. If it has, the Submit button stays disabled, and an error message is displayed: Error(s) occurred while submitting the page. The error details are: The quote has been successfully sent to Z-Billing. However this error message is somewhat ambigious, and is sometimes causing confusion amongst users - it says there is an error, but also says the quote has been successfully sent. Could we change the error message to something more specific? Something like the following: This quote has been sent to Z-Billing previously and therefore is not available for submitting. Thanks!

hmishkoff · ‎02-11-2016

Has anyone come up with a workaround that lets you track subscriptions and generate invoices at the contact level, rather than at the account level? We've been using Zuora and Salesforce for a couple of years. On our legacy system, we used to track subscriptions at the contact level, so a single account could have multiple contacts, each with their own subscriptions. Salesforce seems to support that structure, but Zuora seems to track subscriptions and invoices only at the account level. This creates problems for us, because we use Salesforce for other, non-subscription aspects of our business as well, and we continue to track those areas as an account (company) with multiple contacts (individuals). Anyway, I'm assuming that there's no way around this problem, as this structure seems to be inherent to Zuora. But I figured it wouldn't hurt to ask, to see if anyone's managed to figure out some kind of clever way to circumvent this limitation.

heltonb · ‎01-23-2016

We have many deals that have fluctuating pricing throughout a contract term of three years. Unfortnately the first year needs to be pushed into Zuora from Salesforce and then manipulated from there via mutiple amendments. It would be great if we were able to construct the entire three year contract on the quote and provide it to the customer and reflect the different pricing per year.

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.

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Zuora CPQ Ideas

Enable the Guided Product Selector for Admins only

MS Dynamic CRM and Zuora Integration

Non Duplicate Contacts

Z360 does not synch Refund's SettledOn field

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

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

Ability to have an add amendment before renewal on one quote

"Is not equal to" operator in List Filter Configuration Settings

Hide rows from a quote PDF

Allow pdf/word generated quote previews to auto-attach to the Quote Details page

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

Be able to change the default # products displayed per page

Populate features on products that are Original

Better error messages from Zuora API to Salesforce related to "Operation failed due to an unknown..

Send PO Number to Zuora

Change error message for Quotes that's been previously sent to Zuora

Invoice at contact level?

Multi-year Contracts on Quotes

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

Quote PDF to display if it is a percentage discount line item

Quoting in SFDC - Allow lookup to other Contacts

Function to Hide Service Activation, Customer Acceptance fields in Quote