Happy Business Starts Here

Senior Tutor

Approval Process for Zuora Quote in Salesforce

I am finding it very difficult to create a successful approval process related to Zuora Quotes in a Salesforce org - any quote where discount percentage is greated than 30% has to go through an approval process. I've followed the usual methodology but it just doesn't work.

 

ANy tips, tricks, suggestions about how best to proceed would be very much appreciated.

 

Thanks, Roger

3 REPLIES 3
Zuora Support

Re: Approval Process for Zuora Quote in Salesforce

Greeting - Approval process is not officially supported with standard Zuora Quotes at the moment.  You can still use it but as to advice on how to configure it is out of Support scope.  You can reach out to Zuora Global Services for recommendation.



If you found my answer helpful, please give me a kudo ↑
Help others find answers faster by accepting my post as a solution √

Valued Scholar

Re: Approval Process for Zuora Quote in Salesforce

Is this still the case?

Highlighted
Zuora Support

Re: Approval Process for Zuora Quote in Salesforce

Hi @sfguy92

Yes, Approval process is not yet supported with the OOTB Zuora Quotes functionality.  






If you found my answer helpful, please give me a kudo ↑
Help others find answers faster by accepting my post as a solution √