Zuora CPQ Ideas

AnnaRudenko · ‎04-25-2016

At the moment Quote Information is not being displayed fully in SF1 UI. The user could only see a cropped part of the screen. the only way to view the full details is to click on the Quote and get it opened in a new screen. This is very confusing and not user friendly. Please could we have Quote Information not cropped but rather minimized to display the full details as soon as user opens a Quote?

Michael_Summitt · ‎04-21-2016

I check the sync history and the callout history on a daily basis to make certain there were no exceptions the day before. It would be helpful to me if I could set the system to generate an email to me each time there's a failure, so that I would know about it immediately. Even more helpful would be if the email included links to logs or error information for diagnosis.

pnedyalkov · ‎04-20-2016

Right now, Zuora Quotes allows for up to 9-digit Included Units to be specified for Overage type charges when configuring a product in a Quote. This means up to 999,999,999. It will be much better, and it's needed, to allow at least up to 12-digit numbers to be used. We have clients that consume billions of units per month, so the only way to quote them is to manually change the Word/PDF file generated and then upon sending to Z-billing running a one-time amendment increasing the Included Units to the correct limit. Zuora itself allows this, but Zuora's Quotes application for SFDC is not consistent. When will this be implemented?

gpotoczny · ‎04-20-2016

Today each time we uodate the Quote template, Zuora genrates a new id. In the SFDC prod we don't have always the opportunity (right) to update it, so e have to wait the next project release just to update the ID...

MKent525 · ‎04-07-2016

Zuora is soon releasing a new functionality to suspend/resume subscriptions. this will be a great help in supporting seasonal customers, but it would be much better if it were also supported through zuora quotes! This way the salespeople and operations can make those changes, and they can go through the standard quote approval process before impacting our billing.

Michael_Summitt · ‎03-23-2016

Currently Zuora replicates deleted entries in its product catalog and makes them visible (not deleted) in SF. Zuora should not replicate deleted items, or if it must due to data integrity, they should also be deleted items in SF. If Zuora is going to use soft deletes, it is IMPERATIVE that a recycle bin or undelete functionality be included in the product.

AnnaRudenko · ‎02-22-2016

Would be great to be able to push Email History from Zuora's Customer Account to Salesforce (maybe Billing Account). This way our Customer Support and Sales Reps could see what kind of communication was done to the customer.

markc789 · ‎02-19-2016

Zuora currently syncs the Charge Price to Salesforce if the Charge Type = Recurring and Charge Model = Flat Fee Pricing. However, if the Charge Type = Usage and the Charge Model = Flat Fee Pricing, Zuora does not sync the Charge Price to Salesforce. We need to run performance reports in Salesforce showing the total monthly charge amount for all flat fee usage devices and recurring charges.

khong-xogrp · ‎02-18-2016

It would be great if the salesforce managed package would allow for subscribing to the zuora callout events that are available in Zuora without the need to set this up within zuora. For one, zuora's callout does not support OAUTH so makes it not ideal for setting up a callout to hit back to salesforce apis. Secondly, zuora for salesforce is already syncing data bewteen the two systems, this could be another integration point of sync'ing callouts. Secondly - would like callouts to be available for Amendment key dates, not just subscription key dates.

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.

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.

Nikesh · ‎02-01-2016

In Zuora we have the ability to sync the Sales Rep field to SFDC. However we cannot update the sales rep field from SFDC to Zuora. Customers are requesting that they have the ability to sync from SFDC to Zuora as well for the Sales Rep Field. Thanks, Nikesh

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.

Zuora-Support · ‎01-13-2016

Feature Request: Ability to sync standard fields bill cycle day, communication method to SFDC Reference Number:PMT-1395 Business Need: With these fields, customer could easily identify the accounts that flagged to NOT receive communcation methods, which can help them while using SFDC reports and dashboards.

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

Custom fields on Contact objects associated with one Account object in Salesforce should be reflected on Zuora Contact objects. Mapping Salesforce Contact custom fields on to Zuora Account objects will not work when 1) Salesforce Account has multiple Contact objects associated with it 2) Value of custom fields on Contacts objects in Salesforce are different across the Contact objects

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Zuora CPQ Ideas

Allow API Only logins for Z-Force 360 connection

Allow RatePlanCharge.ChargeNumber to be synced ove...

allow salesRepName attribute mapping on POST accou...

Optimize Quotes Layout for SF1 App

Send email when callout or sync fails

Increase Included Units limit in Product Charges

Keep the same Quote template Id after modification like the invoice template

Support pause/suspend/resume through Z-Quotes

Zuora 360 should not replicate deleted data, should allow managing deleted data

Displaying Zuora's Email History in Salesforce

Sync the Charge Price field from Zuora to Salesforce

Subscribe to callout events in salesforce

Non Duplicate Contacts

Invoice at contact level?

Syncing Sales Rep name with SFDC account owner

Multi-year Contracts on Quotes

Ability to sync standard fields bill cycle day, communication method to SFDC

Validation Rules for Billing Address

Provide ability to add custom fields to Contact object via UI