We have InsightSquared (IS2), but to the extent that we display Zuora-related data through IS2, it is only after having been rolled up onto a field on the opportunity object.
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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.
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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.
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Re: Zuora CPQ - Is it possible to configure a quote template with tables separated by product charge
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.
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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.
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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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