About Dennis_Nilsson1

Dennis_Nilsson1

@doyeli that is great and all but it still does not resolve my use case, which only applies to creating new quotes. If our sales reps are unsure what our global price increase percentage settings are, they will have no way of seeing that the global value is 5% until after they have sent the quote to zuora and the subscription is synced back. Because as it has been pointed out, the value of the field is not populated upon creating a new quote, only after the quote is sent. The value of the price increase percentage field is blank to the sales reps when creating a new quote, even though there is a 5% price increase percentage value for the charges in the global product catalog.

Dennis_Nilsson1

@doyeli thank you for the suggestion, we will evaluate this. To be clear, this is not something you have actually tested?

Dennis_Nilsson1

@Hina Our goal is to go directly to "step 1" in the product selector flow because we will always only have 1 flow and we will always be starting at "step 1". Or alternatively as described, skip the flow completely somehow and just let the users choose products instead of choosing a flow.

Dennis_Nilsson1

@doyeli that would be super helpful, thank you. Our goal is to go directly to "step 1" in the product selector flow because we will always only have 1 flow and we will always be starting at "step 1". Or alternatively as described, skip the flow completely somehow and just let the users choose products instead of choosing a flow.

Dennis_Nilsson1

@doyeli is there any progress on this issue? This is also a pain for us as our users will always be chosing the same flow, we would like to streamline it and allow the user to skip chosing a flow.

Dennis_Nilsson1

We are looking into streamlining the guided product selector, and since the user always will select the same flow in the first step we want to automatically select this to avoid this click in the process. Is this possible somehow?

Dennis_Nilsson1 · ‎02-18-2019

@doyeli please do. It is a major pain to us that I need to explain to my salesreps that all our charges have a 5% increase upon renewal, even though the value is not presented in the column. This is something I receive questions about daily.

Dennis_Nilsson1 · ‎02-15-2019

@doyeli for a non-technical end-user (at least ours), the column which appears completely yellow without any outlines of any fields or any indication that there is a value behind the column, it does not seem editable. There is nothing about a yellow colored column that indicates there is a field/value/editable feature behind it. I would suggest that the value of the field is actually presented there, as we have a global default value for all charges, but it is today not visible in the yellow column.

Dennis_Nilsson1 · ‎02-06-2019

@billdavis we are talking about List Filter Configuration Settings right? Can you describe how to create a filter to show more products?

Dennis_Nilsson1 · ‎02-06-2019

@billdavis can you create filters to show more products per page? It sounds like you want to show less? I am only showing 10 products per page and would like to show 20 but can't find any settings where I am able to change this?

Dennis_Nilsson1 · ‎02-06-2019

This needs to be fixed, we are in huge need of this. It is just an extra click in a sea of clicks.

Dennis_Nilsson1 · ‎02-01-2019

This looks great. Can this be used with Zuora Quotes for Salesforce?

Dennis_Nilsson1 · ‎01-21-2019

Hi, I followed the steps oulined in this article to introduce the price increase percentage field on the chosen product overview page. My problem however is that it does not appear as an editable field in the layout and sales reps can't see the default value. You can however click in the yellow area under the price increase percentage column and a blank, white field will appear, where you may enter a number and that number sets the increase percentage for that charge when sending to Zuora. This means I can accomplish intended functionality but it is just not a good solution for new sales reps that do not know this small "trick"/workaround. I have attached a screenshot for illustration. Article: https://knowledgecenter.zuora.com/AA_Whats_New/S_Previous_Z-Force_Releases/W_2015_Zuora_for_Salesforce_Release_Notes/L_Zuora_Quotes_Q2_2015_Release_Notes

Dennis_Nilsson1 · ‎01-21-2019

This is much needed in order for us to move to Lightning. We are also implementing integrated e-sign now

Dennis_Nilsson1 · ‎01-21-2019

This is much needed, we have spent huge amounts of money on consultants trying to create good templates for us but our end user are only creating contract offline because of technical limitations of word templates.

Dennis_Nilsson1 · ‎01-04-2019

Perfect, thanks for the answer!

Dennis_Nilsson1 · ‎01-03-2019

@doyeli great, that was what I expected. I will give this a proper test in a sandbox tomorrow, but I am happy with the answer. Thanks!

Dennis_Nilsson1 · ‎01-03-2019

Hi @doyeli What is OOB? The Sales Rep field on the Customer Account object in Zuora is filled properly. My question was regarding where Zuora picks the information from, is it the person that press the Send to Zuora button that is listed as Sales Rep on the Customer Account in Zuora?

Dennis_Nilsson1 · ‎01-03-2019

I am wondering where the information for the Sales Rep field on the Customer Account in Zuora comes from? Is it the person that press the Send to Zuora button from the Quote? Or is it the Opportunity Owner and if so, does the Sales Rep field update if Opportunity changes owner? Thankfull for an answer,

Dennis_Nilsson1 · ‎01-03-2019

My question is if we can set a value on start date and leave service activation date blank, can the quote then be sent to Zuora? I belive I read somewhere that service activation date in this case will be set to the same date as start date. For information, we have set require customer acceptance of orders to no and require service activation of orders to yes. Thankfull for an answer,

Dennis_Nilsson1 · ‎12-15-2018

I am struggling a bit when trying to nest different tables for my quote templates. I am also unable to find good documentation on how to actually nest tables for quote templates. Is the nestedtable method desribed for invoice templates transferable to quote templates or do they use different logic? Where can I find documentation?

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