Zuora CPQ Ideas

cmaharg · ‎03-21-2017

We are upgrading to 8.0 from 6.61 and we want to keep our interface looking the same to users. At 8.0, it split our QuoteDetail (Now quote detial and product selector) into two seperate pieces. If I add two, it uses extra real estate on the page and requires the ProductSelector to be very large to see many at once. I tried the UnifedQuoteDetail visualforce page and the inferface is different. Our biggest issue is that we can lock the Quote Charge Tier List Price field for the historic productselector by making the field read-only in Salesforce but the newer version on the UnifiedProductSelector ignores that field level security. We can't update to 8.0 because drives a hole through our margin control system. If you could restore the ability to use the previous "QuoteDetail" VF even if it is under a new name?

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

jfimbres · ‎03-17-2017

1) Remove the 'billing day' system defaulted field from cancellation field set. Can't create a new field set without this field magically appearing. 2) Improve report metrics at charge level for cancellations. QCD does not provide enough detail. 3) Update Cancel page layout. Latest version is 6.3 while we are up to 8.x with the other layouts. 4) Create Cancel template from Zuora's Quote template engine. Not currently available.

Andrew8ken · ‎03-15-2017

I'd like to be able to localize Product, Rate Plan and Charge names on Quotes from Salesforce. There are two options to achieve this, as I see it: It would be greate to have a similar tool to the one in zuora to facilitate this. OR It would be great to be able to display Product, Rate Plan and Charge custom fields on the quote. We have stored the translations on custom fields, but it is impossible to display these on the quote, as it seems. Note that it is also impossible to show these on an invoice. Is there a technical reason for that? This would also be fantastic...

Michael_Summitt · ‎03-10-2017

If Zuora 360 sync fails for a particular object, Zuora will retry some fixed number of times, then "give up" and stop trying to sync that object. There is no notification when Zuora decides that an object will not be retried again. The logs appear the same, whether the issue was corrected or "given up". There is no control over how many times to retry before "giving up". Once an object has been "given up", it can only be reprocessed by doing a manual sync, or making some change to the object (it appears that editing and saving the object without making any actual change doesn't cause it to be attempted again).

Michael_Summitt · ‎03-03-2017

Reduce the number of account records read from 10,000 to 9,999 (or other number) when populating dropdown in quotes, so that quotes no longer generates warning emails. Since this process is working as designed, it shouldn't create warnings to be emailed to administrators.

mikemartin · ‎02-24-2017

Unfortunately it's not possible for Z-Quotes users to take advantage of multilingual capabilities of invoice templates in order to reduce rate plan proliferation because Z-Quotes template engine doesn't support translations like invoice templates do. When will Quote templates support multi-lingual support be brought into Zuora for Salesforce (Quote templates rendering)?

praveenkumar · ‎02-22-2017

Payment and invoice payment objects sync from Zuora to Salesforce. Payment object is parent and invoice payment is child. There is a Field on payment object,Zuora_ AppliedInvoiceAmount_c that is Rollup summary field which is roll up from applied amount from invoice payments Object. Now, when a Payment record is created on Zuora, it syncs over to salesforce , BUT the rollup summary field Zuora_AppliedInvoiceAmount_c value is zero until the Invoice Payment records are sync from zuora . we are looking for another field or replacing rollup summary field with standard field in sfdc which value is directly sync by applied amount field from zuora instead of rolling up from invoice payments. Thanks.

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.

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Zuora CPQ Ideas

Bring back QuoteDetail with productselector in the same window VF Option

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

Cancellations in Salesforce quoting

Localization of Product Names on Quote

Notification when Zuora 360 "gives up", control over retries, methods to trigger retry manually.

Reduce number of accounts read to populate dropdown by 1, so that it doesn't generate warning email.

Support translations in Quote templates

Replacing Zuora_AppliedInvoiceAmount_c Rollup summary field

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)

Fix login chrome bug in z-quotes

Increase the number of amendments (on one Quote) that Titanium can send to Zuora.

Hide the 'Edit Features' dropdown option in the Product Selector when Features is not enabled