In order to create a quote, you must have the required Zuora and Salesforce permissions as described in User Permissions.
You can create a quote from the Opportunity Detail page, from the Account Detail page, or from the Quotes tab.
The flow of quote creation can differ depending on the subscription type you are creating.
Once the quote has been created, you can modify it, delete it, or send it to Zuora to create a subscription.
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:
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.
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.
After selecting a billing account in the quoting process, review the terms and conditions of the subscription and set them in the Subscription Terms and Conditions section.
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:
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:
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:
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.
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.
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.
To verify the new subscription in Zuora:
To verify the amendment in Zuora:
You can also click the Amendments tab to view a list of all amendments and search for the amendment in Zuora.
To view the new subscription or amendment quote in Salesforce: