Zuora CPQ Ideas

TrixabelleCP · ‎08-05-2019

The QuoteRatePlanCharge (zqu__QuoteRatePlanCharge__c) object is empty for renewal quotes (that haven't had any product amendments). However this data is available to query for other quote types. This makes it difficult to create a consistent method of querying quote objects programatically. Please make your objects consistent for all quote types.

justdonlon · ‎06-24-2019

We want to emphasize the use the of the Product Filter, and have it expanded by default so that users use the filter effectively. In addition we'd like the option to have the Rate Plans expanded by default - particularly after the filters have been adjusted - rather than having a user click the "Select Plan" button each time.

justdonlon · ‎06-24-2019

When using "Discount Charges" on a Product with a one time charge the Discount charge always shows up as Recurring - which then keeps the Discount Charge on a Renewal/Amend Quote even when the "Hide Original One-Time Charges" setting is selected. The "Hide Original One-Time Charges" is very useful to avoid confusion when users need to create renewal quotes for subscriptions that had a one-time charge such as professional services. Ideally we would like to hide the entire rate plan from the Product Selector

justdonlon · ‎06-24-2019

When using Discount Charges within a rate plan we would like to prevent a user from being able to edit the Product Discount % field - they should only be able to edit the actual Discount Charge (using the hyperlink and pop-up) Currently it seems we have no option to lock this field - which means we need to use Rules Engine or Validation Rules to reactively reset to 0 and alert the user.

RSykesQlik · ‎05-22-2019

When creating a Zuora Rule for Zuora CPQ, and a Lookup with multiple attributes is used on the action, it is not possible to use a number field from the custom object as an Attribute. Only text fields are available. We would like to use the quantity from the quote line item to determine the record from the custom object, but because number fields are not allowed we can not easily use this field without doing Roll ups of the quantity to the Quote object and then converting to a text field. This does not allow us to run rules during changes to the Quote line as the Quote needs to be submitted first before the roll up is updated. Please make number fields from custom object available as Attributes.

mikemartin · ‎06-13-2018

As a Salesforce user who is providing support to a customer, I want to be able to see the credit memos we've previously raised for a customer. As a Salesforce user who is providing support to a customer, I want to be able to see the debit memos we've previously raised for a customer. This is so I can better service a customer and have the information visible to me in Salesforce reflecting the customer's current financial relationship with our company. These object could be added perhaps as part of Zuora's "Data Connect / Configurable Sync" developments?

gayendra · ‎08-20-2018

Z-Quotes uses the SalesForce Country/State picklist 'Integration Name' to send to Zuora. However, there are some situations where the integration name can't be updated due to existing external system integrations with Zuora (eg. CMS). Z-Quotes should have a way to specify either the Integration-Name, Country code or other uploadable config mapping to specify to align the integration between Zuora and Salesforce. (Maybe extend the feature to Z-360 as well.)

Emmanuel · ‎12-20-2018

... payment's SettledOn field is synched, but not the Refund's... This is inconsistent, and we would expect that reconiciliation related fields for Refund to be synch'ed as well!!

Nigel · ‎11-02-2018

When making a new subscription and account with a Quote in salesforce - if the bill to and sold to are the same it still creates 2 duplicate contacts on the account - as the bill to and sold to. c/w Zuora UI where if you have the same person it only makes 1 contact and makes that the bill to and sold to. Could quotes do the same thing please?

Nigel · ‎06-14-2018

The order of Rate Plan Charges on a quote, withing a Rate Plan seems fairly random. In our catalog setup there are some that require quantities and others that don't. Also to make a nice UX for Sales Reps we need to be able to specify which order these appear it so we can have this consistent across all our products. Currently sometimes the maintainence comes first, other times half way down the page. Being able to assign them a number and have the UI sort by that number would be a huge improvement to the usability.

bryandawson · ‎03-06-2018

Currently, when generating a Quote PDF, it saves the file in Salesforce as an Attachment and displays the file in the Notes & Attachments related list on the Opportunity. However, Salesforce has now deprecated the use of Attachments in Lightning Experience. They recommend using the newer object, Salesforce Files. Can Zuora provide an option for Quote PDFs to be saved as Files on the Opportunity? See link for more details from Salesforce: https://help.salesforce.com/articleView?id=Attachments-are-not-returned-in-Lightning-Experience-search&language=en_US&type=1

pask · ‎05-15-2019

Hi, I would like to suggest you a product enhancement. It would be very important for us and for our customers that all invoice settlement Objects could be synchronized from Zuora to Salesfore using Zuora 360. In particular we would like these set of objects: - Credit Memo: Since they are billing documents it is also importat to synchronize these kind of document. - Debit Memo: Since they are billing documents it is also importat to synchronize these kind of document. - Payment Parts: payment part is foundamental because it is the only way that we have to enstabilish a relation between a Document (Invoice, Credit Memo and Debit Memo) and a Payment in Salesforce having Invoice settlement enabled. With invoice settlement enabled we have no way to create InvoicePayment object that relates Invoice to a Payment and vice versa and it is a business request that these relations are visible and accessible from Salesforce.

bahazelwood · ‎03-02-2018

Handing Quote Templates in HTML instead of via Microsoft Word would result in (at least) the following benefits: HTML is more flexible and powerful than Microsoft Word's mail merge functionality; Far more people are familiar with HTML than Microsoft Word mail merge - this would expand the pool of people who could add value to these templates It seems odd that a leading SaaS application would rely on a technology as niche and old-fashioned as Microsoft Word mail merge.

Brick · ‎12-07-2017

Currently if a Quote is in progress and references a Subscription Rate Plan Id, and if that Id is changed on the Zuora side, the Quote or the CPQ Apex Component will throw an error like one of the following: "Content cannot be displayed: common.apex.runtime.impl.ExecutionException: (convert2ZChargeGroup) Exception while converting to ChargeGroup.:System.NullPointerException:Attempt to de-reference a null object:(zqu)" or " (convert2ZChargeGroup) Exception while converting to ChargeGroup.:System.NullPointerException:Attempt to de-reference a null object:(zqu) Error is in expression '{!theOptions}' in component <zqu:cpqselectproduct> in component zqu:cpqselectproduct" Since the simplest fix for this is to re-create the Quote so that it uses the latest Ids, an error message with details to that effect would be nice to have.

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.

ASchwarz · ‎09-18-2018

At the moment I am only able to create Invoice Templates or Communication Profiles in the Quote Config. As we are using the advanced invoice settlement we also have templates for Credit and Debit Memos. All our new customers come via Salesforce to Zuora and it would be great to get the ability to also assign Credit and Debit Memo Templates for an Account on the Salesforce Quote which is then synched to Zuora. At the Moment we need to make a manual update on every Account in Zuora to assign the correct templates at the end.

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?

billdavis · ‎04-04-2019

Our default currency is USD and when we create a rate plan for one of our products that has only GBP/Euro charges, the rate plan is appearing in our guided selling for USD quotes. How can we suppress these GBP/Euro rate plans from appearing to our teams in the US? They are appearing in the guided selling with a $0 value and we do not want them to appearm, but they are available to select and makes it very confusing! In our sandbox we have this scenario setup as follows: - Product - Shareworks Growth Edition - Rate Plan Name#1 - Charges are in GBP/Euro only (But we have to add the USD currency charges when the product catalog is created) When creating a quote that is in GBP/Euro, the rate plan is appearing as expected, but when we create a quote in USD, this rate plan is appearing and we don't want it to be. Is there a way that we can have rate plans that do not contain our default currency?

billdavis · ‎12-11-2018

There are a few settings that we are currently using to push the TCV to the opportunity: Update Opportunity Amount with Quote TCV Quote TCV Rollup Setting is set to 'Use TCV from Primary Quote only' These both work perfectly in our operations, but we started to notice that some of our opportunity amounts were not matching with the TCV from the primary quote. After some investigation it was discovered that some of our end-users were updating the opportunity amount field after they have added a primary quote. Once they entered the amount field manually, the quote TCV was no longer rolling up to the opportunity amount field, causing us some data discrepancies. My suggestion to help prevent this data variation, is to lock the amount field from all edits, once a quote has been added and is rolling up the quote TCV to the opportunity amount field. When using the Salesforce opportunity product structure, they do exactly that and lock the amount field once a product is added. Can this be looked at? We cannot find a way to prevent these edits and have support ticket #163341 to show the details and discussions with support team.

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

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Zuora CPQ Ideas

Allow QuoteRatePlanCharge to be queried for all quote types

Auto Expand Filters and Selectors on the Edit Products and Charges page

Enhance the setting for "Hide Original One-Time Charges" setting to cater to Discount Charges

Prevent inline Product Discount % when using Discount Rate Plan Charge

Include Number fields from custom objects as Attributes in Lookup Rule Action

Sync Credit Memos and Debit Memos via Zuora 360

Option to specify ISO Country/State for Z-Quotes

Z360 does not synch Refund's SettledOn field

Quotes shouldn't make duplicate contacts, in line with Zuora UI

Have some way of ordering charges in the Salesfore product selector UI

Zuora Quote PDFs and Salesforce Files

Sync Invoice Settlement Object to Salesforce using Zuora 360

Render Quote Templates in HTML, not Microsoft Word

Update Error Message for Quotes with Orphaned Subscription Rate Plan Ids

Displaying Zuora's Email History in Salesforce

Ability to create Credit/Debit Memo Templates in SF Quote Configuration

Sync Today's MRR to SFDC

HIDE RATE PLAN FROM USD DEFAULT CURRENCY

Opportunity Amount Field locked once quote created

Syncing Sales Rep name with SFDC account owner

Request to add Invoice Item Line and Payment information on Salesforce Sync

Not to have default option when amending Quote

Product Description (in Product Catalog) needed on Z-Force Quote template