Zuora CPQ Ideas

Zuora-Support · ‎01-13-2016

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.

Zuora-Support · ‎01-13-2016

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.

Zuora-Support · ‎01-13-2016

Please enable a quote template preview that is similar to the invoice template preview and allow using sample data for the preview

Zuora-Support · ‎01-13-2016

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.

Zuora-Support · ‎01-13-2016

It would be great to give the sales rep (from salesforce) a heads up when a email notification is triggered

Zuora-Support · ‎01-13-2016

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.

Zuora-Support · ‎01-13-2016

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.

Zuora-Support · ‎01-13-2016

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).

Zuora-Support · ‎01-13-2016

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.

Zuora-Support · ‎01-13-2016

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.

Zuora-Support · ‎01-13-2016

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.

Zuora-Support · ‎01-13-2016

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.

Zuora-Support · ‎01-13-2016

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.

Zuora-Support · ‎01-13-2016

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.

Zuora-Support · ‎01-13-2016

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.

Zuora-Support · ‎01-13-2016

Feature Request: Have invoice age bucket in Billing Table in SFDC to see how many days the account is overdue Status: Under evaluation Reference Number: DE2648 Business Need: Have invoice age bucket in Billing Table in SFDC to see how many days the account is overdue.

Zuora-Support · ‎01-13-2016

You create a quote in Z-Quote, you save it with a product. Before send to Z-Billing you edit the quote to change a BillTo or SoldTo contact. Here you have all the contacts of all accounts instead of having only the contacts of the account selected.

Zuora-Support · ‎01-13-2016

We need to be able to link the Invoice Item Data Source to the Quote Charge object in Z-Quotes, so that we can identify which lines are tax lines. Currently there is no way to identify which of the Invoice Items are tax lines. The only workaround is to take the lowest value for the Quote, but this is not a reliable or robust workaround. In order to facilitate this link, the "Zuora Subscription Rate Plan Charge ID" must be made available in the Quote Charge object. See Request #11438.

Zuora-Support · ‎01-13-2016

Feature Request: Include Credit Balance into Z-Force sync and AR Aging report Status: under evaluation Reference Number: DE8590 Business Need: Currently, Account Credit Balance is not synced to to Z-Force and the AR Aging report is also not take into Credit Balance.

Zuora-Support · ‎01-13-2016

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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Zuora CPQ Ideas

Need to expose the complete decimal places for Unit Price (Quote Template)

Ability to suppress zero charge line item in Quote PDF

Quote template preview like Invoice sample data preview

Allow ability to relate Billing Account and Contacts in SFDC reports

Ability to cc 'Sales Rep' on notification emails

Ability to sync payment gateway response code for a declined payment to SFDC

Ability to create custom access to different quote templates.

If we can extend the API response time in SFDC(larger then 120 seconds)

Expired quotes should not be sent to Z-billing

Ability to amend a subscription with no product via Salesforce

Ability to directly send Quote PDF to the Sold To Contact

Add ability to group subtotal charges by charge type in Quote Template

Ability to Sync Z-Billing objects to Contact instead of to an Account in Salesforce

Add SFDC fields to Z-Quote template

Quote template to support Quote Rate Plan

Have invoice age bucket in Billing Table in SFDC to see how many days the account is overdue

Have a only the BillTo and the Soldto contact of my account when I edit a quote

Need to link a Quote Charge object in Z-Quotes to an Invoice Item

Include Credit Balance into Z-Force sync and AR Aging report

Populate quote charge custom fields in salesforce from product catalog in salesforce

Request to add Invoice Item Line and Payment infor...

Not to have default option when amending Quote

Product Description (in Product Catalog) needed on...