Zuora CPQ Ideas

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

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.

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

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

Feature Request: Clarify status of Z-Force sync to note if it completes successfully or with errors. Status: Currently under evaluation Reference Number: DE8537 Business Need: The Z-Force sync status says "Finished" but you have to click on the status to see if there are any errors. This is confusing and the customer didn't realize that it can finish with errors. It would be much clearer if the status indicated whether it finished with errors or not.

Zuora-Support · ‎01-13-2016

Feature Request: TCV and MRR values should be preceded by the appropriate currency symbol in Z-Quotes Status: under evaluation Reference Number: DE7878

Zuora-Support · ‎01-13-2016

Feature Request: Add the ability to truncate the discount % on a quote Status: under evaluation Reference Number: DE5959 Business Need: There users looking for the ability to truncate the discount % on a Quote. For instance, if the discount value is set as 89.39993, 89.39993% would be displayed on the Quote pdf and the customer would want to have the value to be rounded off when the quote pdf is generated.

Zuora-Support · ‎01-13-2016

Feature Request: When syncing a subscription with a Discount-Fixed Amount charge to Salesforce.com, the charge is being displayed as a positive number along with other charges (e.g., recurring, one-time). This can cause a confusion to users. We should add a negative sign in front of the discount charge. Status: Under evaluation Reference Number: DE9815 Business Need: If the discount is shown as a negative amount in Salesforce, users can create a custom field in Salesforce to summarize the information on the subscription so it reflects the appropriate total amount.

Zuora-Support · ‎01-13-2016

Feature Request: Customer would like to have a "Quote with Opportunity and with Quote Charge" report type for Z-Force Quotes. Status: Under evaluation Reference Number: PMT-1318 Business Need: As a business requirement, customer needs to run such a report. Currently, this can only be done by creating "Quote with Opportunity" and "Quote with Quote Charge" reports and manually joining them. This requires additional work outside of Zuora application.

Zuora-Support · ‎01-13-2016

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.

Zuora-Support · ‎01-13-2016

Feature Request: Ability to create orphaned payment methods in mass Status: under evaluation Reference Number: PMT-1405 Business Need: Currently, Zuora has a policy of deleting standalone payment methods after 24 hrs. However, c ustomer want to load customer account and credit card data in SFDC first and at a later date create Zuora Billing account and associate Standalone PMs. So customer need keep the standalone PMs till they complete the billing account association.

Zuora-Support · ‎01-13-2016

Feature Request: Ability to be able to support more than 300 quote charges in the same quote Status: under evaluation Reference Number: PMT-960 Business Need: Customer is using a tree structure to display all the quote charges added on the quote & this quote contains around 360 charges. Currently customer is not able to open this kind of quotes because its giving the too many script statements error on the quote details page(which is Custom apex).

Zuora-Support · ‎01-13-2016

Feature Request: If an amendment / renewal quote is created and is not sent to Z-Billing at the time and then the subscription is amended in Zuora, later when users try to send the quote to Z-Billing, an error occurs and states that the quote's definition does not match the subscription's definition in Zuora. Enhancement - Z-Force Quotes should check and notify users that there is a newer version of the subscription, and there should be a button to sync the latest version of the subscription and add it to the quote. Users can then make necessary changes to the quote and send it to Z-Billing. Status: Under evaluation Reference Number: DE9156 Business Need: Users may not be able to create and send the quote over right away since they create the quote and send it to their customer who has to sign it before users install the service for the customer and then send the quote to Z-Billing. It could be a company policy to not bill someone for a product that has not been implemented yet.

Zuora-Support · ‎01-13-2016

Feature Request: Ability to change SFDC association of single Customer Account from Customer Account detail page Status: Under evaluation Reference Number: DE2697 Business Need: Ability to change SFDC association of single Customer Account from Customer Account detail page.

Zuora-Support · ‎01-13-2016

Background Example: We have to use an 8.33% off discount to give a "month free" when the customer is paying annually. This is often given with other discounts. The problem is that the % discount is being applied to the full TCV and not to the TCV after other discounts. Request: It would be great if we could specify the order in which discounts should be applied.

Zuora-Support · ‎01-13-2016

There a button to update the contacts via a Quote but there's no way to add a new contact on a quote. If there is only 1 contact in zuora for the Bill To / Sold To you can't change the Bill To contact to a new contact without also changing the information on the Sold To as well because it's the same contact ID in Zuora. If you want 2 contacts, 1 for Bill and another for Sold, you have to create that contact in Zuora and update references on the Zuora Account. We would like to do this on the Quote.

Zuora-Support · ‎01-13-2016

Current situation: The quantity fields in RatePlan Charge summary are restricted to 6 digits. This is by design but in Z-Billing, we allowed more than 6 digits to be inputted. Use case: Customer Z sell bundle charges with more than 6 digits in units. But Salesforce only accepts 6 units and is not letting them change that. This is managed package so there is no way customer can change it . This is currently being evaluated on DE7335.

Zuora-Support · ‎01-13-2016

Feature Request: Ability to schedule multiple Z-Force sync tasks in Zuora Status: under evaluation Reference Number: DE5580 / PMT-77 Business Need: Currently Salesforce Sync allows one scheduled sync, so customer has to choose either Accounts & Related Objects sync or Product Catalog sync. Customer would like to have the ability to schedule both syncs at the same time.

Zuora-Support · ‎01-13-2016

We have Data Access Control enabled in Zuora. A custom field under Data Access Control has API name: Division__h. We need to map it to the Division custom field in Salesforce, but the API name there is and must be Division__c. Salesforce will not pick up the field from Zuora unless it also has __c ending. Can the DAC custom field also have an API Name with __c??

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Zuora CPQ Ideas

Quote template to support Quote Rate Plan

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

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

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

Clarify status of Z-Force sync to note if it completes successfully or with errors

Display TCV and MRR with the appropriate currency symbol in Z-Quotes

Add the Ability to Truncate the Discount % on a Quote

Adding a negative sign to Discount-Fixed Amount charges in Salesforce.com

"Quote with Opportunity and with Quote Charge" report type for Z-Force Quotes

Allow default quote PDF record to have editable name

Ability to create Standalone Payment Methods in mass

Ability to be able to support more than 300 quote charges in the same quote

Ability to check to see if an amendment / renewal quote has the latest subscription definition

Ability to change SFDC association of single Customer Account from Customer Account detail page

Ability to specify the order in which discounts are applied to a quote

ability to add new additional contacts on Quotes

Ability to support more than 6 digits on Quantity fields in RatePlan Charge Summary - Z Quotes

Ability to schedule multiple Z-Force sync tasks in Zuora

Ability to map Custom Field under Zuora Data Access Control (with APInameh) to SFDC field (APInamec)

Quote PDF to display if it is a percentage discoun...

Quoting in SFDC - Allow lookup to other Contacts

Function to Hide Service Activation, Customer Acce...