Zuora Quotes is a native Salesforce application that lets you create Zuora accounts and manage subscriptions, amendments, and renewals in Salesforce. With Zuora Quotes, your sales teams can easily build customer-ready quotes, using your Zuora subscription catalog, and send the resulting accounts and subscriptions immediately to Zuora for invoicing and subscription management.
In the Zuora Quotes workflow, a quote involves:
The quote page displays all this information plus the MRR and TCV of the proposed contract. Zuora Quotes can create a PDF version of the quote, formatted and styled for your company. When a deal is reached, clicking a button sends the quote to Zuora, which creates a corresponding subscription and manages it from that point forward - invoicing, collecting payment, auto-renewal, etc.
With the addition of Zuora 360, you can complete the circle by synchronizing the resulting customer and invoice data back to Salesforce.