Getting back to this issue: When we create a quote with future dated charges / or charges that are billed in arrears, where these rate plans have discount rate plans - we cannot create a Quote Template/pdf that makes sense. The Quote Metrics exclude the 'charges in arrears' - The Percent-Discount rate plan does not translate into a dollar value - and are not able to display a 'Total Contract Value (less discount)' or 'Monthly Recurring Fees (MRR less discount) We're left with a Quote that shows the rates plan with charge for product list price, and a discount charge with % - no dollar value. The recommendation from Support is that we adjust dates etc on the quote so that all charges are included - and then we would have to reset the dates before pushing to Zuora so that we don't invoice immediately. I'm very interested to hear how others are working around this issue. Thank you
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Hi All - we are doing a whole lot of workarounds to try and get a true dollar value TCV (i.e. including discounts) This is a much needed feature - to be able to intentionally include / exclude discounts from the Total Contract Value. Do we have an ETA on this?
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If a user clicks the Generate Quote button from the Quote Detail page a pop up opens, and takes upward of 10 seconds to generate the quote. And then once the quote is generated the message is very plain - can we have the abliity to customize this message. The Quote is attached to the Quote Detail page - but the page needs to be refreshed before the user can access it. If at the very least the 18char ID could be a hyperlink to the quote so that the user could download or view it that would be helpful.
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Hi Boston Users
We are in the process of implementing Zuora at Carbonite - and I am working specifically on the Zuora for Salesforce component, i.e. CPQ, Guided Selling, Sync, etc.
If you have or are busy implementing the Salesforce pieces please let me know - perhaps we can meet up - I'd love to learn from you.
Thanks!
Justin
jdonlon@carbonite.com
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