Zuora CPQ Ideas

markgschafer · ‎02-21-2017

Older versions of the Zuora quoting package did not allow for in-line editing. That was very useful to us, because we need control over when our end users can and cannot edit the quote. We'd love it if the in-line editing could either be turned on or off with a master setting or if in-line editing could be turned on/off based on the record type or some field value. Our use case is we use the standard Default record type as a sort of 'draft' mode while our users configure the quote. The standard record type includes the buttons for editing the quote and products, but not the ability to generate a PDF. Once they are ready to generate the PDF order form, they switch to a different record type. This custom record type is sort of a 'locked' mode that prevents changes to the products but allows users to generate PDF. We accomplished this by including or omitting certain buttons on each page layout. In-line editing prevents us from using this approach and caused issues for us. For now we are using the old Quote Detail Product Selctor, but it'd be nice to have a consistent UI and use the most current components in the package.

yamamoto-n · ‎02-16-2017

When inserting or updating more than 101 products, the following error occurs. 727 CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY zqu.ProductTrigger: System.LimitException: zqu:Too many SOQL queries: 101 Since I think that salesforce governor limits can be avoided by only 1 SOQL query and 1 update statement is executed, I would like to fix the trigger. - Reference System.LimitException: Too many SOQL queries: 101 https://help.salesforce.com/articleView?id=000181404&language=en_US&type=1 Now if this trigger is invoked with a single Account record or up to 200 Account records, only 1 SOQL query and 1 update statement is executed. https://developer.salesforce.com/page/Best_Practice:_Avoid_SOQL_Queries_Inside_FOR_Loops

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?

jfimbres · ‎02-15-2017

On a Renewal Quote, the Quote Rate Plan Charge (QRPC) Sub Total fields do not update when they are straight renewals. Rather we just see the Subscription Sub Total update. I am expecting the sub-total on the QRPC to populate. The reason this is important is that we report on the impact by product which would be reporting on QRPC sub totals.

jfimbres · ‎02-15-2017

There doesn't appear to be a way to capture the Quote Rate Plan Charge (QRPC) sub totals that impact the cancellation. Rather we just see the Subscription Delta TCV. I am expecting the sub-total on the QRPC to populate and roll up to a sub total amount. The reason is that we report on the impact by product or service cancelled and that is the QRPC.

njcolletti63 · ‎02-15-2017

Scenario: Account currently has a subscription that is Evergreen. Upgrade to a new product tier along with a move into a termed subscription is being proposed. Quote created that sets the Initial Term to 12 months, and old tier product removed and new tier product added. Delta TCV shows as $0.00, Delta MRR has a value of $1235.00. Zuora support indicates that the Delta TCV is $0.00 because the original subscription does not have a term end date since it is Evergreen so no calculation can be made for the Delta TCV. My understanding of a Delta TCV is that is should show the difference between the original subscription and the quoted subscription changes. If the current subscription is Evergreen, and the Quote results in the subscription being Termed, why wouldn't the Quote Metrics calculation take this new term into consideration. Additionally not including the discounts that are recurring in the Delta MRR and Delta TCV is also misleading and should be part of this calculation as well. My sales team are paid on the Delta TCV when amending/renewing a subscription. To have the Delta TCV to remain at $0.00 requires that someone else now has to do the work of what the computer should be doing by manually calculating the Delta TCV value. Has anybody else had issue with the Quote Metrics and the calculations that are being done.

shale · ‎02-15-2017

Makes sense that this should be an option

kat · ‎02-15-2017

Hi, Since the default Zuora Perimission set provided in the package Zuora for Quotes is required for all Zuora Enabled users we have it enabled for all people but unfortunately we would like to restrict it so people are not able to delete quotes but since the permission set is overriding the profile settings we don't have any ability to do so.

jfimbres · ‎02-13-2017

When renewing a subscription that had a recurring charge with specific end date prior to the subscription term end date, the renewal experience appears to allow you to renew the specific end date even though the Specific End Date is hard coded and technically you can't renew an expired charge. Would rather the behavior be that the end user cannot renew the product rather than have to drop and add a new one. Similar behavior to the One Time Charge. It won't let you do anything to the One Time Charge. In this case, our sales reps would just add a new charge rather than dropping and adding the same charge. Let me know if you need more information.

MaggieL · ‎01-31-2017

It is a best practice in software development to not catch all generic exceptions as in try{ // apex code that calls zqu global methods } catch (Exception e) { // handle and/or rethrow, etc. } However I find with many of the methods I call non-global exceptions are thrown which I am unable to catch such as try{ // apex code that calls zqu global methods } catch (zqu.zApi.zApiException e) { // Will not compile // handle and/or rethrow, etc. } It would be best if the Zuora for Salesforce code handled it's internal exceptions and exposed a global exception that developers can catch when necessary.

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.

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.

danabalog · ‎01-17-2017

Since this field defines the vat calculation that appears on the invoice it should be a standard Zuora Quote package field in the Zquote. That way, when sending quote to z-billing, it will sync to the Zuora Sold to contact before the subscription and invoice is created. That way the invoice will be created with the correct tax code

grayjoa · ‎01-11-2017

When using the Salesforce CPQ connector, for each pricebook that a product has a price defined, a new product rate plan is created in Zuora, however there is no way to identify which rate plan is for which currency or location or region apart from using the pricebook name. From a web portal perspective that makes it difficult to rknow which price to return based on the customers location. It would be good if we could have a custom field, possibly on the price book, that could sync to the Zuora PRP that could be ued by a web portal to filter the correct rate plans.

Nobuharu · ‎01-10-2017

In Zuora Quotes, if you create or update New Subscription Quote, Amendment Subscription Quote and Renewal Subscription Quote, following fields are displayed in the roll-up feed in Opportunity . - Name - Opportunity (name) - Status - MRR (Delta MRR) - TCV (DeltaTCV) Client would like to use chatters, but would not like to see the above fields in roll-up feed in Opportunity when New Subscription Quote, Amendment Subscription Quote and Renewal Subscription Quote are created and updated. According to the Knowledge Center, it is able to control On/Off of chatters. However, it is not able to control which fields to show in roll-up feed. Should have a capability to select which fields to show in chatter's roll-up feed.

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?

grayjoa · ‎12-14-2016

It would be nice to have a PDF quote template for cancellation quotes. Some customers need them so they can get a customer to sign that they agree to cancel.

grayjoa · ‎12-12-2016

In Zuora it is possible to configure charges to end after x billing periods but that option isn't available when configuring the product catalog in Salesforce and using it on Salesforce CPQ quotes and contracts. It would make it an option to have a negative recurring charge that ends after x billing periods instead of a discount line item which Salesforce CPQ does not support. I understand this may cause an issue with the quote calculations on the Salesforce CPQ side but it's easier to push that as an issue to them but still have Zuora and the connector support it.

grayjoa · ‎12-12-2016

It would be great to have the ability to have a Salesforce CPQ quote contracted using an automated process. Currently the code to create the billing account in Zuora when the quote is contracted is not exposed. If this could be exposed to automate this process this would be very helpful to save manual steps during the quoting process.

kat · ‎12-05-2016

The existing button on quote 'Update Zuora Account Details' works well for Payment fields and contact fields but there is no possibility for us to add the Account Name

Happy Business Starts Here

Vision

Products

Zuora Central Platform

Products

Zuora Marketplace

Solutions

By Industry

By Role

Customers

Resources

Resources

Subscribed

Support

Company

Zuora CPQ Ideas

Allow ability to turn off in-line editing on quote detail page

727 CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY zqu.ProductTrigger:

Salesforce and One Time Charge on a Renewal from Original term

Salesforce and Renewal quote Quote Rate Plan Charge Sub Totals not updating when straight renewal

Cancel Subscription and Quote Rate Plan Charges sub total impact

Calculate Delta TCV on Quote's Term End Date in Amendment Quote

product rate plan name alphabetizing

Possibility to disable Quote deletion

Renew Recurring Charges with Specific End Dates - appears to be possible even though it is not

Expose global exceptions for global methods

Hide rows from a quote PDF

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

Allow Tax Region Field to sync from the Zquote

Add an option to have a custom field on price book to sync to Zuora's product rate plan

Ability to control Chatter's roll-up feed in Opportunity

Sync Today's MRR to SFDC

Ability to have a PDF of the quote for cancellation quotes

Add the ability to end charges in Salesforce CPQ after x billing periods

Add ability to create and submit Steelbrick Contract to Zuora via API

Account name doesn't get sync from Salesforce

Fix login chrome bug in z-quotes

Increase the number of amendments (on one Quote) t...

Hide the 'Edit Features' dropdown option in the Pr...