Zuora CPQ Ideas

TrixabelleCP · ‎05-04-2020

I expect the clone quote button on a renewal or amendment quote to also clone the product changes to the quote (currently it doesn't do that making the name of the button incorrect). It's a really common use-case for us to provide 1 and 3 yr quote options and having to re-produce any changes to the quote each time is unecessary work.

chadhelbling · ‎06-30-2020

Currently there is an option to select the payment terms when building a quote in CPQ. However this field does absolutely nothing, the payment terms will be whatever is currently set on the Billing Account and will not change once the quote is sent to Zuora. If its a configurable option in CPQ then the Billing Account should be updated to match once the quote is accepted and sent to zuora. This causes a ton of confusion for both salespeople and customers.

TC123 · ‎06-11-2020

It would be great to be able to easily add/remove annexes to a quote template to be able to create quotes with the product related annexes. A solution proposal: There would be a base quote template for each type of quote (new subscription, amendment, renewal, cancellation) and then that template would be the first pages of the real templates which could be product specific. The business reasons behind this: we have up to 4 annexes for each template with different Word formatting and it took me weeks to put them together in a single Word document. Also the Zuora part of the template is often modified to apply to new business rules/needs and it would be a lot easier if only the base template could be modified and it could be automatically taken into account in the product specific templates.

RuudDirksen · ‎12-12-2019

When a Rate Plan is added in CPQ the change in the UI is minimal, a checkmark instead of a plus symbol and the label 'Added' instead of 'Add' When adding many Rate Plans it would be clearer to give them a different color as well, green would be preferable.

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.

apaquette · ‎02-04-2020

Request the ability to format or specify format on Standard Fields that are in the Zuora CPQ package. Specifically our business users are requesting the abilty to show Quantity, Units etc.. with comma separator. Since these are part of the SFDC/Zuora Manage package we can not format them directly for User Experience. One recommendation is to create a formula custom field, which has some implications as well. Please consider for enhanced user experience and adoption on the

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.)

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?

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.

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.

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

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.

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.

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.

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?

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?

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!!

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

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.

Happy Business Starts Here

Vision

Products

Zuora Central Platform

Products

Zuora Marketplace

Solutions

By Industry

By Role

Customers

Resources

Resources

Subscribed

Support

Company

Zuora CPQ Ideas

Clone amendment and renewal quotes

Honor Payment Terms from Quote

Base quote templates with annex management

UI Improvement for Product Selector (color change on Rate Plan Select)

Allow QuoteRatePlanCharge to be queried for all quote types

Ability to Format Standard fields in the Zuora CPQ Package - Quantity , Units etc..

Option to specify ISO Country/State for Z-Quotes

Sync Credit Memos and Debit Memos via Zuora 360

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

Displaying Zuora's Email History in Salesforce

Zuora Quote PDFs and Salesforce Files

Render Quote Templates in HTML, not Microsoft Word

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

Update Error Message for Quotes with Orphaned Subscription Rate Plan Ids

Sync Today's MRR to SFDC

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

Z360 does not synch Refund's SettledOn field

Syncing Sales Rep name with SFDC account owner

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

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