About bahazelwood

bahazelwood

Since an opportunity can have more than one associated quote, how would you determine which quote to reference? You may have better luck creating a placeholder field on the opportunity object, and then populating that field with a Process or Flow behind the scenes.

bahazelwood · ‎10-08-2019

I'll also be eager to see this rectified.

bahazelwood · ‎09-23-2019

Are you not able to use zqu__Quote__c.Quantity_Updated__c in an IF statement?

bahazelwood · ‎09-03-2019

It may be possible to use a cross-object formula. Worst case in a "clicks over code" world, if the cross-object relationship is not available, you could add the field in question (e.g., QuoteRatePlanCharge.Discount_Percentage) to the other object via a formula (e.g., Quote.QuoteRatePlanCharge_Discount_Pct), and then reference it directly.

bahazelwood · ‎08-02-2019

We are now using Conga Composer to get around this issue.

bahazelwood · ‎07-31-2019

Thank you, @doyeli

bahazelwood · ‎07-18-2019

Definitely something to fix, even if only via pagination.

bahazelwood · ‎06-21-2019

I just checked, and this it does appear to work now - thanks, Doyeli! I didn't see anything that indicated that this was resolved. I apologize for the confusion.

bahazelwood · ‎06-21-2019

It is good to know about this limitation and the workaround; however, our sales team would not use this workaround -- it will need to be resolved.

bahazelwood · ‎02-04-2019

This needs to happen, Zuora!

bahazelwood · ‎11-21-2018

Thank you for the idea, @paulkaiser - however, that export does not include an audit trail - it appears to be a snapshot in time.

bahazelwood · ‎10-17-2018

This would be tremendous. Is it on the roadmap?

bahazelwood · ‎10-03-2018

This is a must-have. I am shocked this isn't already available...

bahazelwood · ‎10-03-2018

Would be very helpful.

bahazelwood · ‎03-02-2018

Handing Quote Templates in HTML instead of via Microsoft Word would result in (at least) the following benefits: HTML is more flexible and powerful than Microsoft Word's mail merge functionality; Far more people are familiar with HTML than Microsoft Word mail merge - this would expand the pool of people who could add value to these templates It seems odd that a leading SaaS application would rely on a technology as niche and old-fashioned as Microsoft Word mail merge.

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Re: Is it possible to do cross-object formulas for Zuora objects?

Re: "null pointer exception" when amending a quote with a rate plan that has new charges

Re: Is it possible to create a formula to reference quantity?

Re: Is it possible to do cross-object formulas for Zuora objects?

Re: Zuora CPQ - Is it possible to configure a quote template with tables separated by product charge

Re: Allow display more than the top 300 Rate Plans within Products

Re: Allow display more than the top 300 Rate Plans within Products

Re: Z-Force does not allow to add contacts with an apostrophe in their name to a quote

Re: Z-Force does not allow to add contacts with an apostrophe in their name to a quote

Re: Change order of charges in quotes

Re: Require Audit Trail

Re: Ability to add HTML invoicing templates

Re: Require Audit Trail

Re: User account modification date

Render Quote Templates in HTML, not Microsoft Word