Showing ideas with status Unlikely.
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Status:
Unlikely
Submitted on
01-13-2016
11:28 AM
Submitted by
Zuora-Community
on
01-13-2016
11:28 AM

Feature Request: Invoice Template have this ability to control the decimal places that can be expose and Quote template needs to have this functionality as well.
Status: under evaluation
Reference Number: DE10021
Business Need: few of Customer's Z charges have an effective price that runs in precision of greater than two digits after the decimal point. For e.g. unit price of Product Calls is 0.00001333 per call, or unit price of Product Push Notifications is 0.008 per device.
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Status:
Unlikely
Submitted on
01-13-2016
11:27 AM
Submitted by
Zuora-Community
on
01-13-2016
11:27 AM

Issue: Customer's products have complex pricing models. They had to build options into the products to enable the proper pricing matrix based on term and UOM. There are options to these products that are not always "activated" when a product is priced. When these options are not activated they currently still show up on the quote with a zero quantity and a zero price which is confusing to their prospects and a stumbling block for their sales team. Although their product pricing is complex the product selection and final pricing on the quote should look very simple to our prospects... this currently is not the case.
In Z-Billing, we have feature to suppress zero value invoice line items and you can see it when you go to Settings > Z-Billing Settings > Manage Invoice Rules and Templates and click edit on the invoice template to see the check box for 'Do not display zero value invoice line items'. This is the feature I am thinking to incorporate in Z-Quote. I also logged an enhancement request DE7807 and its currently being review by our Product Management.
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Status:
Unlikely
Submitted on
01-13-2016
11:28 AM
Submitted by
Zuora-Community
on
01-13-2016
11:28 AM

Please enable a quote template preview that is similar to the invoice template preview and allow using sample data for the preview
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Status:
Unlikely
Submitted on
01-13-2016
11:27 AM
Submitted by
Zuora-Community
on
01-13-2016
11:27 AM

It would be great to give the sales rep (from salesforce) a heads up when a email notification is triggered
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Status:
Unlikely
Submitted on
01-13-2016
11:27 AM
Submitted by
Zuora-Community
on
01-13-2016
11:27 AM

Feature Request: Ability to sync payment gateway response code for a declined payment to SFDC
Status: under evaluation
Reference Number: PMT-1347
Business Need: if customer is working from Salesforce side, without seeing the response code, they can't effectively do their job. They have to check both platform. A ccurate information is really useful to do job from Salesforce.
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Status:
Unlikely
Submitted on
01-13-2016
11:27 AM
Submitted by
Zuora-Community
on
01-13-2016
11:27 AM

Feature Request: Allow ability to relate Billing Account and Contacts in SFDC reports
Status: under evaluation
Reference Number: DE8332
Business Need: Some customers would like to add a feature where they can report on information contained within the contact record that is associated with the subscription via the billing account. Current limitation is that Billing Account and Salesforce Contacts cannot be related together.
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Status:
Unlikely
Submitted on
01-13-2016
11:28 AM
Submitted by
Zuora-Community
on
01-13-2016
11:28 AM

Expired quotes should not be sent to Z-billing.
Z-Quotes allows you to enter a quote validity date. There is currently no functionality behind this validity date.
Suggested functionality is to prevent expired quotes from being sent to Z-Billing.
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Status:
Unlikely
Submitted on
01-13-2016
11:28 AM
Submitted by
Zuora-Community
on
01-13-2016
11:28 AM

Currently when send quote to z-billing, if the process time is too long ( >120 seconds), there will be a time out error in SFDC, and the quote's status will not be updated. But in zuora the process will still process, and the subscription or amendment will be created in zuora, which will cause inconsistence data between zuora and SFDC.
If we can extend the API response time in SFDC(larger then 120 seconds).
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Status:
Unlikely
Submitted on
01-13-2016
11:27 AM
Submitted by
Zuora-Community
on
01-13-2016
11:27 AM

If customer has a subscription with no product in Zuora, when trying to create an Amendment Quote in Salesforce, an error will occur.
Attempt to de-reference a null object
Error is in expression '{!theOptions}' in component <zqu:selectproduct> in component zqu:selectproduct
An unexpected error has occurred. Your solution provider has been notified. (zqu)
Because the current subscription version in Zuora has no product, when an amendment quote is created, it checks for existing products and the validation fails.
We should allow customer to amend subscription with no product via Zuora Quotes as this is supported in Zuora UI.
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Status:
Unlikely
Submitted on
01-13-2016
11:27 AM
Submitted by
Zuora-Community
on
01-13-2016
11:27 AM

Use case: Customer Z are creating a new workflow, whereby a sales rep can create a quote but can only view or print a quote in a template that has the word DRAFT in grey on it. The quote approver would then create the quote in the final version of the template that does not include the word DRAFT.
Suggested enhancement: create custom access to different quote templates, something like a 'communication profile' field per user profile. In this way, you can assign a specific Quote Template a user profile will view/create.
This enhancement request is currently being review by our Product Management and currently being track under DE8323.
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Status:
Unlikely
Submitted on
01-13-2016
11:27 AM
Submitted by
Zuora-Community
on
01-13-2016
11:27 AM

Feature Request: Ability to directly send Quote PDF to the Sold To Contact
Status: under evaluation
Reference Number: DE5562
Business Need: Currently customers have to save the Quote document on their own PC, compose an email and send it to Sold To Contact, which is time consuming and inconvenient. They would like to have the ability to send the Quote PDF directly.
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Status:
Unlikely
Submitted on
01-13-2016
11:27 AM
Submitted by
Zuora-Community
on
01-13-2016
11:27 AM

Feature Request: Ability to group subtotal charges by charge type in Quote Template
Status: under evaluation
Reference Number: PMT-1333
Business Need: Currently we can use <TableSort> to organize how charges are displayed in quote template, but it would also be helpful if we could add the ability to display subtotal charges per charge type (One-Time,Recurring,Usage). Currently the total quote charge in the template sums up all charges.
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Status:
Unlikely
Submitted on
01-13-2016
11:27 AM
Submitted by
Zuora-Community
on
01-13-2016
11:27 AM

Use case: Customer X doesn't use accounts in Salesforce for their setup. They utilize contacts and everything about their service is tied to a contact and not to an account.
DE7924 is logged for this enhancement request and forwarded to our Product Management for review. The work around to consider is to develop and code in Salesforce to query the Z-Billing objects and connect it to Contact.
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Status:
Unlikely
Submitted on
01-13-2016
11:27 AM
Submitted by
Zuora-Community
on
01-13-2016
11:27 AM

Feature Request: Add SFDC fields to Z-Quote template
Status: Currently under evaluation
Reference Number: DE8539
Business Need: Customers want to add SFDC fields that are not a part of a quote to the Z-Quote template. Without this Customers can't have desired information on quote.
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Status:
Unlikely
Submitted on
01-13-2016
11:27 AM
Submitted by
Zuora-Community
on
01-13-2016
11:27 AM

Feature Request: Allow ability to update Zuora account info when creating amendments in Z-Force
Status: under evaluation
Reference Number: DE7923
Business Need: When creating a new subscription in Z-Force, one can update the account info in Zuora; but when creating an amendment, one cannot update those account info. It should be the same.
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Status:
Unlikely
Submitted on
01-13-2016
11:27 AM
Submitted by
Zuora-Community
on
01-13-2016
11:27 AM

Currently when a quote PDF is generated, the record name is not editable and includes the text, "_preview". We need this text removed but have no way of doing so. Please help ASAP.
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Status:
Unlikely
Submitted on
01-13-2016
11:27 AM
Submitted by
Zuora-Community
on
01-13-2016
11:27 AM

Feature Request: support the use of the SFDC Account object billing and shipping address fields as the Zuora Billing Account bill to and sold to contacts.
Status: under evaluation
Reference Number: PMT-1305
Business Need: custom client work on their SFDC tenant has repurposed the SFDC contact object for other purposes. Having to create contacts for billing contacts will break this custom work.
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Status:
Unlikely
Submitted on
01-13-2016
11:27 AM
Submitted by
Zuora-Community
on
01-13-2016
11:27 AM

In Salesforce, I would like these tooltips/help text to be modifiable.
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Status:
Unlikely
Submitted on
01-13-2016
11:28 AM
Submitted by
Zuora-Community
on
01-13-2016
11:28 AM

Use case: Customer Z have a customer who only want to see the Rate Plan listed on the invoice, along with the breakdown. They don't need the
breakdown of each charge amount. i.e. Gold Plan Bundle comes with X,Y, & Z charges, but they don't care about the individual charges, just the higher level rate plan. They would like to expose the Rate Plan Name, and the total price of the Rate Plan Charges.
The quote template only exposes the Rate Plan Charge fields, which can result in an overwhelming number line items than necessary. This is why our Product Management is currently evaluating the DE8446/PMT-107 for possible enhancement to support this use case.
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Status:
Unlikely
Submitted on
01-13-2016
11:28 AM
Submitted by
Zuora-Community
on
01-13-2016
11:28 AM

We require certain custom field values to be populated in the quote charge object based on the product catalog in salesforce. This way, the data can flow as follows.
Zuora product catalog>salesforce product catalog (Zuora for salesforce)>quote charge > subscription rate plan charge
Largely this would be used to default a value in, which could then be over-ridden by the salespeople.
We will also use this to populate custom fields that we need to reference on the quote document.
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