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Re: send quote number to zuora

send quote number to zuora

send quote number from salesforce to zuora through z-quotes integration, so that we will have a direct link between the quote and subscription. this field needs to be accessible through APIs for searching.

4 Comments
Community Manager
Status changed to: More Feedback Needed
 
Community Manager
Status changed to: Under Consideration
 
Zuora Alumni
Status changed to: Implemented

This is now supported in Quotes. 

Zuora Alumni

This functionality is supported in the version 6.54 of Zuora Quotes. 

To enable Data Sources to report on Subscription metrics, the following new system custom fields were added in Zuora Quotes and in Zuora:

  • Quote Type
  • Quote Business Type: A picklist field of Upsell, Downsell, Renewal, Churn, New.
  • Quote Number
  • Opportunity Close Date
  • Opportunity Name

The fields will be populated out of the box for for New Subscription, and Amendment, and Renewal quotes.

Please refer to the knowledge centre article for more information :

 

 

https://knowledgecenter.zuora.com/AA_Whats_New/S_Previous_Z-Force_Releases/W_2015_Zuora_for_Salesfor...