Zuora Editions

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Zuora Editions

This article describes the features and services that come with each edition of Zuora Central Platform, Zuora Product add-ons, and Global Support Plans.

Contact Zuora Sales if you are interested in purchasing additional features and services.

The 'packaging and pricing' information provided below for Zuora's SaaS Service became effective November 1, 2019. For customers whose relationship with Zuora is governed by prior versions of our 'packaging and pricing' information and/or other contract terms, please instead consult your applicable contract terms.

Legend:

  • File:Z_Media/checkmarkGreen_xsm.png Included in Base Fee
  • File:Z_Media/greenDollar.png Additional Annual Fee applies unless another cost model is noted

Applications

Zuora Billing

Central Product Catalog  Growth Enterprise Nine

Subscription Pricing Catalog

Subscription pricing catalog that includes the ability to create one-time, recurring, and usage pricing models.

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Currencies

The ability to price services in different currencies.

Unlimited Unlimited Unlimited

Entitlements

The ability to track features per product and enable feature-level provisioning.

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Order Management Growth Enterprise Nine

Subscription Lifecycle Management

The ability to change subscriptions mid-stream, and for downstream processes such as billing, payment and revenue operations to automatically adjust based on those changes.

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Multi-Action Order Management

The ability to create orders with multiple actions in Zuora, for new subscriptions and subscription changes.

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Owner Transfers for Subscriptions

The ability to manage complex subscription and billing relationships in a customer account. Set account owner and invoice owners at the subscription.

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Account Hierarchies

The ability to manage customers that have parent-child accounts or multiple enterprise divisions.

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Rating & Billing Growth Enterprise Nine

Usage Ingestion

The ability to ingest usage events via API or import usage events via the UI.

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Rating

The ability to rate for usage events against Zuora's product rate plans to determine how much to charge a customer.

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Taxation

Zuora's out-of-box taxation engine. For customers that have simple tax needs and can maintain tax rate tables themselves.

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Bill Runs and Payment Runs

The ability to group customers into multiple segments and automate billing/payments differently per group.

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Automated Invoicing

The ability to automatically rate, generate, and deliver invoices in bulk and ad hoc.

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Credit/Debit Memos

The ability to correct and adjust charge discrepancies on invoices and to manage the balance due on a particular invoice or account.

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Unapplied Payments

The ability to create payments for unknown billing accounts, overpaid invoices, or unbilled transactions.

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Invoice Item Settlement

The ability to apply payments, credit memos, and refunds at the invoice item level.

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Global Payments Growth Enterprise Nine

Hosted Payment and Subscribe Pages

Point and click tools to create pages that enable secure capture of payment and order information on web commerce portals.

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Electronic Payment Collections

Automatic processing of electronic payments through one of Zuora's pre-integrated payment gateways.

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Payment Gateways

Pre-built integrations to payment gateways.

Up to 2 Up to 5 Up to 10

Additional Gateways

Additional gateways can be added.

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Subscription Metrics Growth Enterprise Nine

Pre-Built Reports

Set of standard reports covering Bookings, Billings, Cash and Revenue metrics.

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Custom Reports

The ability to dynamically edit pre-built reports or build customized reports.

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Schedule & Share

The ability to schedule automatic report runs and share reports with other Zuora users either in-app or via email.

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Standard Subscription Metrics

Transaction logging to calculate subscription metrics including MRR, TCV, and TCB.

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Subscription Dashboard

Dashboard that displays key subscription booking trends (available once Orders is turned on)

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Subscription Accounting Growth Enterprise Nine

Chart of Accounts Management

Create a chart of accounts structure in Zuora.

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Accounting Close Capabilities

Lock and close accounting periods to prevent changes and improve auditability.

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GL Segments Included

GL segmentation allows customers to get summary journal entries from Zuora that are segmented by configurable "general ledger segments", where the segments can align to any structure that the finance team needs to segment journal entries by. So for example, instead of getting just a simple A/R journal entry, finance teams can get journal entries by product, by subsidiary, by region etc.

3 15 15

File-based GL integration

A file-based manual extract of Zuora data, pre-formatted for upload into general ledgers that have CSV based imports.

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Deferred Revenue Reports

A package of capabilities to streamline the process of managing revenue recognition for basic subscription pricing models.

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International Financial Operations

Currency Conversion, FX gain/loss reporting, international payment methods, reporting currency.

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Platform Scalability, Security & Compliance Growth Enterprise Nine

REST APIs, including support for legacy SOAP APIs

APIs for integration with external systems.

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Included API Sandboxes

The Zuora sandbox is a nonproduction environment that provides full access to the Zuora API.

1 2 5

Included Other Non-Production Tenants

Non-production tenants, such as Performance Test Environments or Production Copy Environments.

0 0 0

Included Production Tenants

Real-time staging environment where Zuora services are executed for day-to-day business operations.

1 1 1

Multi-Entity Management

The ability to manage separate financial processes and operations across different business divisions, legal entities, subsidiaries, geos, or other entity structures in a single Zuora tenant.

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10 entities included

2 Factor Authentication

The ability to provide a 2nd verification beyond username and password when logging into Zuora.

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Active Subscribers

The threshold of Active Subscribers in Zuora Central by platform edition.

Up to 25,000

Up to 500,000

Up to 2,000,000

This limit does not apply to customers who purchased the Nine edition prior to July 2019.

Additional Subscribers

Additional subscribers can be added.

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Data Access Control

(Enables Logical Access Controls)

Data access control allows enterprises with multiple divisions and business units to limit who sees what within the application by assigning them to different nodes within a data access hierarchy.

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Single Sign On (SSO)

The ability for users to login to Zuora with credentials maintained in the customer's central SAML-supported repository.

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SMTP Email Server Configuration

The ability to route the outgoing email notifications through your own email server for more control.

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360 Sync

Synchronization of Zuora and Salesforce data (products, accounts, subscriptions, invoices, payments, refunds etc.)

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  Professional Advanced Expert

Workflow

Yearly allowance of workflow tasks. Additional workflow tasks can be purchased.

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5,000,000
workflow tasks included

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25,000,000
workflow tasks included

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100,000,000
workflow tasks included

 

Zuora RevPro

  Growth Enterprise Nine

Zuora RevPro

Low Volume: Up to 1,000,000 transactions per year.

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Zuora RevPro

High Volume: Up to 6,000,000 transactions per year.  Additional Transactions can be purchased.

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Zuora CPQ

  Growth Enterprise Nine

Zuora CPQ

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Quotes

Configurable, native force.com quoting capabilities for assisted sales across the subscription lifecycle

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360 Sync

Synchronization of Zuora and Salesforce data (products, accounts, subscriptions, invoices, payments, refunds etc).

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Zuora Developer Kit

A library of force.com components, classes, and APIs to manage all aspects of subscription commerce, billing, finance.

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Guided Selling

Supports assisted sales scenarios for product catalogs with complex pricing and packaging.

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Rules Engine

Fully configurable rules engine to automate quoting experience.

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Bundling

The ability to create complex edition bundles and offers directly in Salesforce.

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Entitlements in Salesforce

The ability to view and modify the list of features for a product within a quote or subscription.

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Zuora Collect

  Growth Enterprise Nine

Zuora Collect

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Advanced Payment Manager

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Collections Window

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Configurable Lockbox

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Configurable Payment Retry

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Disputes

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Notes

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Statement Generator

Workflow

Yearly allowance of workflow tasks. Additional workflow tasks can be purchased.

200,000 workflow tasks included

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1,000,000 workflow tasks included

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1,000,000 workflow tasks included

 

Commerce

  Growth Enterprise Nine

Commerce

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Subscriber Portal - Account Management

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Promo Codes

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Zuora Marketplace

  Growth Enterprise Nine

Zuora Marketplace

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Marketplace Applications

Prebuilt Apps that extend Zuora to meet bespoke requirements unique to customers' industry, geography, and business processes. Specific apps purchased will vary by contract.

Add-On (Prices vary by App) Add-On (Prices vary by App) Add-On (Prices vary by App)

Automated GL Connectors

Summary Level Connector to a supported General Ledger.

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1 Connector

Tax Connector

Connector to a supported Tax service.

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1 Connector

Developer Tools

Access to exclusive tools used by the Zuora GS team to perform mass migration and updates

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Support and Services

  Growth Enterprise Nine

Standard Support

See below for additional details. Includes 24x7 Community, 24x7 service availability monitoring, Live 24x5 global support, designated customer support users, online ticket support, email support, and unlimited included incidents.

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SLA and Priority Queue

See below for additional details. Includes all Growth Support features, as well as phone support, standard Salesforce development support, priority queue, application uptime SLA, and support response times SLA.

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Advanced SFDC and Payment Gateway Support

See below for additional details. Includes all Growth Support and Enterprise Support features, as well as Advanced Salesforce Gateway support and Advanced Payment Gateway support.

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Zuora University Training

Access to Zuora University for up to 10 users during a 30-day trial period. Includes the library of self-paced courses and ability to sign up for remote classroom sessions.

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Support Items Growth Enterprise Nine

Included Incidents

Unlimited Unlimited Unlimited

24x7 Community

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24x7 Service Availability Monitoring

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Live 24x5 Global Support

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Designated Customer Support Users

5 named contacts 20 named contacts Unlimited

Online Ticket Support

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Email Support

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Phone Support

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Standard Salesforce Development Support

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Priority Queue

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Application Uptime SLA

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Support Response Times SLA

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Advanced Salesforce Development Support

If Zuora determines it is likely an issue Customer reports to Zuora was caused by Salesforce’s platform, Zuora will help Customer and Salesforce resolve the issue.

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Advanced Payment Gateway Support

If Zuora determines it is likely an issue Customer reports to Zuora was caused by Customer’s chosen payment gateway(s), Zuora will help Customer and the payment gateway(s) resolve the issue.

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Customization Support

If Zuora determines it is likely that an issue Customer reports to Zuora was caused by a customization to the Zuora Service, Zuora’s support team will make commercially reasonable efforts to help Customer resolve the issue, free of additional charge.

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Usage of the Zuora Service

If Customer’s use of the Service exceeds the usage limits in the applicable contracts or as described in this Knowledge Center article for any products provided, Customer must either purchase additional usage, if applicable, or move to the next edition of the Service. If Customer does not choose either of the options, Customer shall be considered out of compliance with such Service.

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