Zuora CPQ Ideas

TC123 · ‎10-02-2020

When refreshing a Salesforce sandbox, all Zuora Config settings in Salesforce are lost (they are set back to default values). This means that after each refresh, you have to manually configure all the settings all over again. My idea is to be able to export this configuration before the sandbox refresh and to be able to import it back to the sandbox after the refresh. Benefit: This would avoid hours of painful manual administration work at each refresh.

TrixabelleCP · ‎09-02-2020

The quote Special Notes and Terms (1000 chars) but is forcibly mapped to Subscription Notes (500 chars) when creating a subscription. This means the user can enter 1000 characters only to get an error that it must be 500 characters. This is very bad UX. Since you develop both systems, please ensure fields that are forcibly mapped are the same length in both systems. Ideally make both fields MUCH bigger as even 1000 characters isn't really enough.

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.

Vishala · ‎10-09-2020

Set Default pagination is set to 25 products per page on Edit products page The Default pagination is set to 10 products per page. After page load, User can set it to display a maximum of 25 products. Since the default value is set in the managed package code. But is it possible to change the default pagination from 10 to 25?

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.

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?

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.

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.

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

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

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.

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.

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.

Schiadmi · ‎10-02-2019

We had several project on Zuora Quote where customers required to create the quote amendment or Renewal from Subscription and not from Account or opportunity. Regarding the process, it makes more sence. Users need to be able to create quotes more quickly, and the current process obliged user to use the Select Account Page (Select Account and the subscription). I suggest a Custom button on the subscription Record. When the user Click, he is direcly redirect to the Quote Creating page. Open to discuss about this idea 🙂

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.

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?

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.

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

Export Zuora Config settings in Salesforce to avoid losing them on sandbox refresh

Ensure Special Notes and Terms (1000 chars) and Subscription Notes (500 chars) have the same length

Clone amendment and renewal quotes

Set Default pagination is set to 25 products per page.

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

Allow QuoteRatePlanCharge to be queried for all quote types

Option to specify ISO Country/State for Z-Quotes

Sync Credit Memos and Debit Memos via Zuora 360

Displaying Zuora's Email History in Salesforce

Honor Payment Terms from Quote

Zuora Quote PDFs and Salesforce Files

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

Render Quote Templates in HTML, not Microsoft Word

Base quote templates with annex management

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

Create a Quote Amendment or Renewal, from the subscription

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

Sync Today's MRR to SFDC

Update Error Message for Quotes with Orphaned Subscription Rate Plan Ids

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