Create a Quote

Select Entity for Quote

When the Enable Multi-Entity setting is enabled in your org, you must provide a billing entity when creating quotes. The first step of the Quote Wizard determines the entity for the quote as below:

• If there is an entity ID in the URL provided by your custom code, the entity is used.
• If there's only one entity accessible to you, the entity is used.
• If you registered a custom Select Entity plugin, the plugin selects the entity.
• If there are more than one entities available and no custom Select Entity plugin, you must select a billing entity for the new quote on the Select Entity page.

Only the billing accounts, the subscriptions, and the products in the selected entity are used in the rest of the quoting flow.

You must not change the entity after the quote is created as it could invalidate products, the billing account, and the subscription.

Select Billing Account

After you select an account, the billing accounts for the account are displayed for selection on the Select Billing Account page. Based on the Get Billing Accounts from 360 Quote Configuration Setting in the Zuora Config tab, the following limits apply to the number of billing accounts listed for one account.

• If the setting is selected, up to 5000 billing accounts can be listed.
• If the setting is not selected, up to 2000 billing accounts can be listed.

Subscription Terms and Conditions

Create Multiple Quotes for an Opportunity

You can create multiple quotes for one opportunity and thus create multiple subscriptions in Zuora. You need to provide a unique Subscription Number for each quote by setting the Subscription Name option.

To set the Subscription Name option to support multiple quotes for one opportunity:

1. Click the Zuora Config tab.
2. Click Default Value Settings.
3. Click Edit Settings.
4. In the Subscription Default Settings section, click the arrow for Subscription Name and select Auto-Number.
5. Click Save.

Starting in the V. 7.3 of Zuora Quotes, you can assign a quote to be the primary quote on an opportunity. When the TCV Rollup Method is set to use the primary quote, the primary quote is used to calculate the TCV of the opportunity.

There is an option to enforce a single primary quote per opportunity with the Enforce Single Primary Quote setting in Zuora Config Quote Configuration Settings.

To assign a quote to be the primary quote:

• Select the Primary field in the Quote Information section.

Create an Amendment Quote

To manage an existing subscription, you can create a quote to create one or more types of amendments in Zuora. The following types of Zuora amendments can be managed from Zuora Quotes:

• New Product: Add new products to the subscription and edit their prices and discounts.
• Update a Product: Edit prices, discounts, and units for existing products in the subscription.
• Remove a Product: Remove products from the subscription.
• Terms and Conditions: Change Subscription Term Type, Initial Term, Renewal Term, Subscription Term Start Date, Subscription Term End Date, and Auto Renew.
  When sent to Zuora, the Terms and Conditions changes are applied before any add/update/remove product amendments.
• Renewal: Renew the subscription. 

Trigger Dates and Subscription Status in Zuora

This section only applies to the Salesforce orgs where the Service Activation Date and the Customer Acceptance Date fields were added to the Create Amendment Quote page layout. See Add Billing Trigger Dates to Amendment and Renewal Layouts for adding trigger dates to a page layout.

Your Zuora tenant can be configured to have one, two, or three required trigger dates. See Subscription and Amendment Dates to learn about the trigger dates and how you set them as required.

• Send a Quote to Zuora as Active

When you specify the required trigger dates in a new amendment quote, the amendment subscription becomes Active when the new quote is sent to Zuora from Salesforce.

If you want to create and activate an amendment in Zuora even when not all the required trigger dates are set for a particular quote, enable the Always Set Amendments to 'Active' Status setting in Zuora Config. When this setting is enabled, all blank trigger dates on the quote are auto-filled upon sending to Zuora.

For example, if the Service Activation Date and Customer Acceptance Date of an amendment are left blank, those dates are set to the same date as the Contract Effective Date defined on the quote. 

If the Service Activation Date had been populated in this example, then only the Customer Acceptance Date would have been auto-filled with the Service Activation Date.

• Send a Quote to Zuora as Pending

You can send an amendment quote to Zuora in the Pending status by leaving the required trigger dates blank. For example, if you configure Zuora to require all three trigger dates, Contract Effective Date, Service Activation Date, and Customer Acceptance Date, but leave the Service Activation Date and Customer Acceptance Date blank when creating an amendment quote, this amendment subscription will be in the Pending status when sent to Zuora. This scenario assumes that the Always Set Amendments to 'Active' Status setting is disabled.

View the Subscription and Amendment Created with Quotes