Zuora CPQ Ideas

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.

adas · ‎08-09-2016

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.

aoki-kazuaki · ‎07-23-2016

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

ehavens · ‎07-13-2016

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.

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!

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.

Ben- · ‎06-30-2016

When you have a large global product catalog in salesforce, not all products are active or need to be synced to the Zuora product catalog. There is no way to designate such products, and any update to those products in salesforce will cause a trigger to move them to "updated" status in the catalog sync and zquotes will attempt to sync them with the other products. I would like a way to filter product catalog sync better, perhaps by designating Zuora eligible products in the salesforce product catalog. In my case, the global organization has not implemented the Zuora product catalog hierarchy and we have thousands of products that will not sync to Zuora and there is no way to filter them out of the product catalog sync so that I can sync the products that actually need to go to Zuora. When you combine this with the restriction to sync only 100 of the 7000 products at a time (due to a poor pagination technique) this means that keeping the Zuora product catalog up to date is an unmanagable task because the products that error out never leave the "updated" filter and I can't change their sync status through the salesforce API without the trigger changing the status back to "updated."

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!

MaggieL · ‎06-14-2016

Curently the only way to easily see which fields we can query from Zuora is to use pages such as Payment API Object Reference My idea would be to have the information from the columns 'Required to Create?' and 'Allowed Operations' from the Knowledge Center displayed in the Schema Setup page in Salesforce. Then we could easily know which fields we can query. Currently there are fields the Knowledge Center says we can query but I get errors on them and do not know if it is a mistake or available in a different wsdl.

MaggieL · ‎06-09-2016

Idea is to provide a validation method that would analyze the current configuration in Salesforce and look for discrepencies. The discrepencies could be missing information, missing Apex, invalid fields in field sets or missing fields, etc.. You guys probably know more things that users can mess up. Business case is to save your support staff from complicated bugs that turn out to be simple things that the developer could fix if a validation method showed them what was wrong. This would also save developers time and increase confidence in using the Zuora platform. Personally I know we have caused bugs by adding a field to a field set that Zuora could not query, removing fields from field sets that we didn't use but were required, partially turning off a feature, wsdl version different from api url etc. I have also had issues where I have removed or changed classes that were registered as components in the ZConfig page. Salesforce doesn't allow you to delete code that is referenced in Salesforce but allows deletion of components registered in Zuora because the ZConfig is data and not metadata that Salesforce can access. I'm sure other devs and your support personel can give other examples.

MaggieL · ‎05-11-2016

https://github.com/zuora/Z-Force has many Apex code samples for plugins and interfacing with the Z-Quotes. Most of these are out of date with current state of Zuora - such as it still uses DateTime when app expects Date and deprecated objects such as QuoteCharge. It would be good to have a new set of samples developed with the current version of Z-Quotes.

Takun7 · ‎05-09-2016

Hello, We need to translate the label of the related list "Billing Accounts" on object 'Accounts' on Salesforce. However, we are unable to do so as the Managed Package "Zuora for Salesforce 360" does not support French language. As this is a requirement from our client, is it possible to provide the support for French language to the Managed Package "Zuora for Salesforce 360" or can we change the label from "Billing Accounts" to " Comptes Facturations / Rémunérations" ? Please look into the matter as soon as possible. Thanks.

Michael_Summitt · ‎05-05-2016

It would be very useful to be able to implement a quote plugin that ran before page display in quotes. For example, a picklist could be added to the quote with its choices populated dynamically from the account's contacts.

Michael_Summitt · ‎05-03-2016

Currently, fields can be mapped from quote to subscription by giving them identical names and formats and adding them to the "Custom Quote Fields" field set. It would be an advantage if there were a second field set to which these fields could be added, to cause them to populate on amendment, renewal, and cancellation quotes based on their values in the original subscription - something like "Carry Forward Fields". In our own use case, custom fields contain the unique key of the service being subscribed in our system. These keys are needed to retrieve the account for provisioning/reprovisioning/deprovisioning, and should retain their original values throughout the life of the subscription (so if the original subscription is updated, every quote based on it should update as well). Currently this must be done with a pair of triggers, one on quote and one on subscription.

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

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.

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Zuora CPQ Ideas

Send PO Number to Zuora

Quoting partial months

Possible to select day and year in Initial Term and Re-new Term.

New Zuora fields included in 360 Sync

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

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

insufficient Salesforce to Zuora Product Catalog sync filters

Enable the Guided Product Selector for Admins only

Include Document Operations on Schema Setup page

Provide a method to validate the current Zuora configuration in Salesforce

Update Zuora Z-Force Sample Code

Zuora for Salesforce 360 - Translation

Page load plugin in quotes

Support "carry forward" field set on subscription

MS Dynamic CRM and Zuora Integration

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

Allow API Only logins for Z-Force 360 connection

Allow RatePlanCharge.ChargeNumber to be synced over to Z-Force

allow salesRepName attribute mapping on POST account to REST