Zuora CPQ Ideas

Requirement for the PaymentMethod.TokenID in ZFSF Z360 Sync, to allow customer to pull-back summary of card details. Reference/search within gateway. ... View more

Zuora has a character limit of 500 set for the charge description field, however, in Salesforce the Product Rate Plan Charge and Quote Rate Plan Charge Description fields are text area (255) meaning that any descriptions saved in Zuora will be truncated when sent to Salesforce.   We already think that a maximum character limit of 500 is too low but in reality the limit is set at 255 as we generate all quotes in Salesforce and it uses the truncated values.   The Product Description and Product Rate Plan Description fields both have Text Area Long fields (still capped at 500 in Zuora) so surely this can be modified for the Product Rate Plan Charge Description.   Failing that the ability to create a custom text field that is greater than 255 characters that we can sync to Salesforce would be much appreciated. ... View more

Save Opportunity Id to Zuora Subscription object when Quotes are Sent to Zuora.   This will be helpful to enable downstream reporting and billing/accounting audit. ... View more

Every night there is a scheduled process that runs to sync the status of the Entitlements and Hosted Payment Method Pages into salesforce. These tend to error a lot (about 25% of the time) which generates an unhandled exception email to our admin monitoring.   Since this error is not terribly impactful (waiting 36 hrs instead of 12 hrs for a new feature to show up), it would be helpful if these errors were handled more gracefully. We monitor the unhandled exceptions and generate support cases whenever we get one and it's we're constantly getting asked whether this is something that's broken.   It appears that the error is because a callout to Zuora is returning HTML instead of JSON. So things could potentially be fixed by ensuring the API returns JSON in error cases instead of html   == zqu.RefreshCustomSettingSchedulable.refreshEntitlementPermission() ==   Failed to invoke future method 'global static void refreshEntitlementPermission()' on class 'zqu.RefreshCustomSettingSchedulable' for job id '7071300002M2Qhs' caused by: System.JSONException: Unexpected character ('<' (code 60)): expected a valid value (number, String, array, object, 'true', 'false' or 'null') at input location [1,2] Class.System.JSON.deserializeUntyped: line 11, column 1 Class.zqu.RefreshCustomSettingSchedulable.refreshEntitlementPermission: line 67, column 1   == zqu.RefreshCustomSettingSchedulable.refreshHpmPermissions() == Failed to invoke future method 'global static void refreshHpmPermissions()' on class 'zqu.RefreshCustomSettingSchedulable' for job id '7071300002M2Qht' caused by: System.JSONException: Unexpected character ('<' (code 60)): expected a valid value (number, String, array, object, 'true', 'false' or 'null') at input location [1,2] Class.System.JSON.deserialize: line 15, column 1 Class.zqu.PermissionCheckService.checkPermission: line 26, column 1 Class.zqu.RefreshCustomSettingSchedulable.refreshHpmPermissions: line 29, column 1 ... View more

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). ... View more

We run into data issues in Salesforce because when we run the 360 sync, it syncs ALL products, rate plans, charges, ever...even if we have deleted them.  It would be extremely helpful and make our Salesforce data much cleaner if there were either global settings in Zuora Commerce that would allow us to check "Don't sync deleted products" (and/or rate plans, charges, etc.) AND/OR be able to manage it on a record-by-record basis.  The latter would also be helpful during the development of new products.  We could mark them as "Do Not Sync" until it is complete.   This caused us the biggest issue when we paid to have our API sandbox rebuilt.  The products didn't get created correctly the first few times so the services team deleted them and recreated them.  Since Zuora maintains deleted records in their DB, those too get synced.  Although the deleted records get marked as such in Salesforce, it creates hundreds of records that we'll never use.  Deleting them from Salesforce is futile because the next sync will re-add them. ... View more

 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 ... View more

Currenty, a Charge Option relates to a single currency and pricing. It is cumbersome for a user to be creating multiple Charge Options manually for every currency. Can we either make this object structure similiar to Product Rate Plan Charge and Tiers to support multiple currencys and the Charge Table that is displayed for the Product Rate Plan Charge, OR create a UI to similar to the Charge Table but have it support Charge Option?   Another ask is to support an in-line discount override instead of only being able to specify the price override. ... View more

If a user clicks the Generate Quote button from the Quote Detail page a pop up opens, and takes upward of 10 seconds to generate the quote. And then once the quote is generated the message is very plain - can we have the abliity to customize this message. The Quote is attached to the Quote Detail page - but the page needs to be refreshed before the user can access it. If at the very least the 18char ID could be a hyperlink to the quote so that the user could download or view it that would be helpful.   ... View more

The current fieldset "Zuora__fields_for_select_billing_account_compon" used on the Quote Enhancement does not display any custom fields that are put into the field set.   This would be very useful in showing our users the differences on an account when there are multiple billing accounts associated with the salesforce account.     We have multiple billing accounts for a single SF Account when there are disparate tax company codes. The tax code is not currently supported in 360 sync so we had to create a custom field to hold the information.   However we cannot display it. ... View more

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! ... View more

In Salesforce for the Zuora Config > Quote Configuration Settings > Electronic Payment Method Processing Options > Electronic Payment Method Setting, there are 3 options that are global settings for Quotes. 1. Set default, auto-pay 2. Set default, no auto-pay 3. Do not set default, no auto-pay, process payment only   We would like to have this option at the quote level.  Yes, it would be great if all customers wanted to be set to Auto-Pay, but some don't.   Currently we would probably error on the side of selecting "Set default, no auto-pay", then allow the SFDC user to send to Z-billing with the Process Payment setting set to TRUE.  Then there would need to be some sort of communication to the Accounting department to update customers to Auto Pay after the fact. Not really a great workflow.   If there is a way to have this option available per quote, please let me know. Regardless of how it's implmeneted, I'd like to know of any options available.  Would a Plug-in help? ... View more

The Zuora UI displays the opp name and close date. I want to be able to click the name and get to SFDC.   The Zuora Quote UI in SFDC displays the Id of the Zuora subscription. I want to be able to click that and get to the Zuora UI. ... View more

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. ... View more

Ability to create/amend  subscription with partial month for the duration (like 8 months and 5 days, for example).  In Zquotes, there's only the option to enter a start date and whole months. ... View more

Now We can input only months. The other of the month should select as Term unit. Day , Year, etc ... View more

It would be very helpful to have all the Zuora fields by synced to the respective 360 object in Salesforce.   Specificaly on the Account Object, TaxCompanyCode, is not synced to the Zuora__CustomerAccount__c object in salesforce.  Maybe because this is a new field and is still in limited availability, but it is impreative to have all the relevent acocunt information from zuora also in salesforce for users to access. ... View more

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! ... View more

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. ... View more