Zuora CPQ Ideas

kat · ‎02-15-2017

Hi, Since the default Zuora Perimission set provided in the package Zuora for Quotes is required for all Zuora Enabled users we have it enabled for all people but unfortunately we would like to restrict it so people are not able to delete quotes but since the permission set is overriding the profile settings we don't have any ability to do so.

jfimbres · ‎02-13-2017

When renewing a subscription that had a recurring charge with specific end date prior to the subscription term end date, the renewal experience appears to allow you to renew the specific end date even though the Specific End Date is hard coded and technically you can't renew an expired charge. Would rather the behavior be that the end user cannot renew the product rather than have to drop and add a new one. Similar behavior to the One Time Charge. It won't let you do anything to the One Time Charge. In this case, our sales reps would just add a new charge rather than dropping and adding the same charge. Let me know if you need more information.

MaggieL · ‎01-31-2017

It is a best practice in software development to not catch all generic exceptions as in try{ // apex code that calls zqu global methods } catch (Exception e) { // handle and/or rethrow, etc. } However I find with many of the methods I call non-global exceptions are thrown which I am unable to catch such as try{ // apex code that calls zqu global methods } catch (zqu.zApi.zApiException e) { // Will not compile // handle and/or rethrow, etc. } It would be best if the Zuora for Salesforce code handled it's internal exceptions and exposed a global exception that developers can catch when necessary.

mruestes · ‎01-26-2017

In the Salesforce Invoice and Payment object it would be great to have a field indicating if the invoice or payment is related to a renewal, a new customer, an upgrade, etc. This field is very typical on opportunities but we lose track when we look into invoices and payments.

grayjoa · ‎01-11-2017

When using the Salesforce CPQ connector, for each pricebook that a product has a price defined, a new product rate plan is created in Zuora, however there is no way to identify which rate plan is for which currency or location or region apart from using the pricebook name. From a web portal perspective that makes it difficult to rknow which price to return based on the customers location. It would be good if we could have a custom field, possibly on the price book, that could sync to the Zuora PRP that could be ued by a web portal to filter the correct rate plans.

grayjoa · ‎12-14-2016

It would be nice to have a PDF quote template for cancellation quotes. Some customers need them so they can get a customer to sign that they agree to cancel.

grayjoa · ‎12-12-2016

It would be great to have the ability to have a Salesforce CPQ quote contracted using an automated process. Currently the code to create the billing account in Zuora when the quote is contracted is not exposed. If this could be exposed to automate this process this would be very helpful to save manual steps during the quoting process.

kat · ‎12-05-2016

The existing button on quote 'Update Zuora Account Details' works well for Payment fields and contact fields but there is no possibility for us to add the Account Name

mattbaker · ‎11-24-2016

Requirement for the PaymentMethod.TokenID in ZFSF Z360 Sync, to allow customer to pull-back summary of card details. Reference/search within gateway.

Jeffrey · ‎11-17-2016

I would like the support of Lookup fields to work properly on charges in the Product Selector when using zqu__DisplayChargeFields.

MaggieL · ‎09-13-2016

The current fieldset "Zuora__fields_for_select_billing_account_compon" used on the Quote Enhancement does not display any custom fields that are put into the field set. This would be very useful in showing our users the differences on an account when there are multiple billing accounts associated with the salesforce account. We have multiple billing accounts for a single SF Account when there are disparate tax company codes. The tax code is not currently supported in 360 sync so we had to create a custom field to hold the information. However we cannot display it.

madisonwaterman · ‎09-09-2016

So Zuora is partnered with Docusign to bring full integration between Zuora, SF, and Docusign surrounding the quote object. Unfortunately they don't provide support surrounding the amendment object, meaning that amendments within Zuora cannot be sent from Salesforce using Docusign. This doesn't seem like it should be very different than the integration with the quote object, but after hours of trying to come up with a solution, my Docusign tags aren't picking up the data from the amendment object in the same way they are from the Quote object; it looks like it's not picking up any data at all. If anyone has done this before or has any suggestions, please let me know!

ehavens · ‎08-26-2016

In Salesforce for the Zuora Config > Quote Configuration Settings > Electronic Payment Method Processing Options > Electronic Payment Method Setting, there are 3 options that are global settings for Quotes. 1. Set default, auto-pay 2. Set default, no auto-pay 3. Do not set default, no auto-pay, process payment only We would like to have this option at the quote level. Yes, it would be great if all customers wanted to be set to Auto-Pay, but some don't. Currently we would probably error on the side of selecting "Set default, no auto-pay", then allow the SFDC user to send to Z-billing with the Process Payment setting set to TRUE. Then there would need to be some sort of communication to the Accounting department to update customers to Auto Pay after the fact. Not really a great workflow. If there is a way to have this option available per quote, please let me know. Regardless of how it's implmeneted, I'd like to know of any options available. Would a Plug-in help?

bolaurent · ‎08-23-2016

The Zuora UI displays the opp name and close date. I want to be able to click the name and get to SFDC. The Zuora Quote UI in SFDC displays the Id of the Zuora subscription. I want to be able to click that and get to the Zuora UI.

adas · ‎08-09-2016

Ability to create/amend subscription with partial month for the duration (like 8 months and 5 days, for example). In Zquotes, there's only the option to enter a start date and whole months.

aoki-kazuaki · ‎07-23-2016

Now We can input only months. The other of the month should select as Term unit. Day , Year, etc

ehavens · ‎07-13-2016

It would be very helpful to have all the Zuora fields by synced to the respective 360 object in Salesforce. Specificaly on the Account Object, TaxCompanyCode, is not synced to the Zuora__CustomerAccount__c object in salesforce. Maybe because this is a new field and is still in limited availability, but it is impreative to have all the relevent acocunt information from zuora also in salesforce for users to access.

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Zuora CPQ Ideas

Possibility to disable Quote deletion

Renew Recurring Charges with Specific End Dates - appears to be possible even though it is not

Expose global exceptions for global methods

Invoice/Payment type (renewal, upgrade, new, etc)

Add an option to have a custom field on price book to sync to Zuora's product rate plan

Ability to have a PDF of the quote for cancellation quotes

Add ability to create and submit Steelbrick Contract to Zuora via API

Account name doesn't get sync from Salesforce

PaymentMethod.TokenID needed in 360 sync (Z4SF)

Support Lookup field type in the Product Selector on Quote Rate Plan Charg (Display Charge Fields)

Allow Custom Fields on Account Fieldset on Quote Enhancement page

Docusign Amendments in Salesforce

Allow Electronic Payment Method Setting on the Quote

Make Subscription link to Opp from Zuora, and Quote link to Subscription from SFDC

Quoting partial months

Possible to select day and year in Initial Term and Re-new Term.

New Zuora fields included in 360 Sync

Remove Initial Term and Renew Term fields when creating evergreen quotes with Z-Force

Z-Quotes Ability to send custom fields from Amendment Quote to Subscription

Ability to edit Charge's Description field in Quotes via Z-Force Quotes