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Send a Quote to Zuora

This article describes the process of sending a quote to Zuora from Salesforce and lists the fields that are sent to Zuora.

Send a Quote to Zuora

Once a quote has become a sale, it is sent from Salesforce to Zuora Billing, where it forms the basis of a new subscription, amendment, renewal, or cancellation. After a quote is successfully sent to Zuora, you can no longer edit the quote, but you can manage the subscription in Zuora like the other subscriptions created within Zuora. 

To send a quote to Zuora: 

  1. On the Quote Details page, click Send to Zuora.
  2. On the Order Preview page that opens, review the information, and then click Submit to send the quote to Zuora.
  3. When the confirmation page shows, Zuora Quotes has successfully sent your quote to the Zuora and created a subscription.

Fields Sent to Zuora

This section lists the standard Zuora Quotes fields that are sent to Zuora when a quote is sent to Zuora.

The required fields must have a value. You can set the default values for some of these fields, such as Payment Term, in Default Value Settings.

See Send Custom Fields to Zuora for sending custom fields to Zuora.

In the 6.50 (Q2 2015) and later versions, the Quote Charge object is deprecated. The Quote Rate Plan Charge object is used to send New Subscription quotes to Zuora.
Salesforce
Object
Salesforce Field
(API Name)
Zuora Object Zuora Field Comment
Communication Profile

Zuora Id

(zqu__ZuoraId__c)

Account Communication
ProfileId
 
Invoice Template

Zuora Id

(zqu__ZuoraId__c)

Account InvoiceTemplateId  
Contact

Country

(zqu__Country__c)

Contact Country  
Contact

Email

(Email)

Contact WorkEmail  
Contact

First Name

(First Name)

Contact FirstName Required.
Contact

Last Name

(Last Name)

Contact LastName Required.
Contact

Mailing City

(MailingAddress)

Contact City  
Contact

Mailing Country

(MailingAddress)

Contact Country Required only if using Zuora Tax.
Contact

Mailing Postal Code

(MailingAddress)

Contact PostalCode  
Contact

Mailing State

(MailingAddress)

Contact State Required only if using Zuora Tax and the Country is set to "United States" or "Canada".
Contact

Mailing Street

(Mailing Address)

Contact Address1  
Contact

Phone

(Phone)

Contact WorkPhone  
Quote

Account.Name

(zqu__Account__c.Name)

Account Name Account is required only for quotes that are not associated with an opportunity.
Quote

Amendment Name

(zqu__Amendment_Name__c)

Amendment Name  
Quote

Auto Renew

(zqu__AutoRenew__c)

Subscription AutoRenew  
Quote

Bill Cycle Day

(zqu__BillCycleDay__c)

Account BillCycleDay  
Quote

Billing Batch

(zqu__BillingBatch__c)

Account Batch  
Quote

Invoice Delivery Method

(zqu____BillCycleDay__c)

Account InvoiceDeliveryPrefs
Email
InvoiceDeliveryPrefs
Print
 
Quote

Bill to Contact

(zqu__BillToContact__c)

N/A N/A Required only when creating a New Subscription quote on a New Billing Account. Otherwise, this field is defaulted to the bill-to on the selected (existing) billing account.
Quote

Certificate ID

(zqu__Certificate_ID__c)

Account TaxExemptCertificateID  
Quote

Certificate Type

(zqu__Certificate_Type__c)

Account TaxExemptCertificateType  
Quote

Communication Profile

(zqu__CommunicationProfile__c)

Account See the 
Communication Profile object
 
Quote

Company Code

(zqu__Company_Code__c)

Account TaxCompanyCode  
Quote

Currency

(zqu__Currency__c)

Account Currency Required.
Quote

Customer Acceptance Date

(zqu__Customer_Acceptance_Date__c)

Subscription/
Amendment
ContractAcceptance
Date/
CustomerAcceptance
Date
Required.
Quote

Description

(zqu__Tax_Exempt_Description__c)

Account TaxExemptDescription  
Quote

Existing Subscription ID

(zqu__ExistSubscriptionID__c)

Amendment SubscriptionId  
Quote

Initial Term

(zqu__InitialTerm__c)

Subscription/
Amendment
InitialTerm Required only if the subscription type is set to TERMED.
Quote

Invoice Owner Id

(zqu__InvoiceOwnerId__c)

Subscription InvoiceOwnerId Only when the permission "Owner Transfer Amendment permission" is turned on.
Quote

Invoice Separately

(zqu__InvoiceSeparately__c)

Subscription IsInvoiceSeparate  
Quote

Invoice Template

(zqu__InvoiceTemplate__c)

Account See the Invoice Template object  
Quote

Issuing Jurisdiction

(zqu__Issuing_Jurisdiction__c)

Account TaxExemptIssuingJurisdiction  
Quote

Quote Name

(Name)

 

Subscription Name

Required.

If the Subscription Name is  set to "Quote Name" in Zuora Config Default Value Settings.

Quote

Opportunity.Name

(zqu__Opportunity__c.Name)

Subscription  Name If the Subscription Name is  set to "Opportunity Name" in Zuora Config Default Value Settings.
Quote

Opportunity Owner Name

(zqu__Opportunity__c.Owner.Name)

Subscription Account.SalesRepName  
Quote

Opportunity Close Date

(zqu__Opportunity__c.CloseDate)

Subscription OpportunityCloseDate__QT  
Quote 

Opportunity Name

(zqu__Opportunity__c.Name)

Subscription OpportunityName__QT  
Quote

Payment Method

(zqu__PaymentMethod__c)

Account DefaultPaymentMethodId The External Payment Method. It is required only if no electronic payment method, i.e., hosted payment method, is associated with the quote.
Quote

Payment Term

(zqu__PaymentTerm__c)

Account PaymentyTerm Required.
Quote

Quote Business Type

(zqu__QuoteBusinessType__c)

Subscription QuoteBusinessType__QT  
Quote

Quote Number

(zqu__Number__c)

Subscription QuoteNumber__QT  
Quote

Quote Type

(RecordType)

Subscription QuoteType__QT  
Quote

Renewal Term

(zqu__RenewalTerm__c)

Subscription RenewalTerm Required only if the subscription type is set to TERMED.
Quote

Service Activation Date

(zqu__Service_Activation_Date__c)

Subscription ServiceActivation
Date
Required.
Quote

Sold to Contact

(zqu__SoldToContact__c)

Contact See the field mapping for
Contact object
Required only when creating a New Subscription quote on a New Billing Account. Otherwise, this field is defaulted to the sold-to on the selected (existing) billing account.
Quote

Start Date

(zqu__StartDate__c)

Subscription ContractEffective
Date
Required.
Quote

Subscription Term Type

(zqu__Subscription_Term_Type__c)

Subscription TermType Required.
Quote

Tax Exempt

(zqu__Tax_Exempt__c)

Account TaxExemptStatus  
Quote

Term Start Date

(zqu__TermStartDate__c)

Subscription TermStartDate  
Quote

VAT ID

(zqu__VAT_ID__c)

Account VATId  
Quote

Zuora Account Number

(zqu__Zuora_Account_Number__c)

Account AccountNumber  
Quote

Zuora Parent Billing Account Id

(zqu__ZuoraParentBillingAccountId__c)

Account ParentId
(Only when enabling
"Enable Parent Customer Account")
 
Quote Rate Plan

Root Quote Rate Plan ID

(zqu__RootQrpId__c)

RatePlan RatePlanBundleId__QT  
Quote Rate Plan

Original Product Rate Plan Option ID

(zqu__OriginalPrpoId__c)

RatePlan RatePlanOptionId__QT  
Quote Rate Plan Charge

Apply Discount To One Time Charges

(zqu__Apply_Discount_To_One_Time_Charges__c)

RatePlanCharge ApplyDiscountTo  
Quote Rate Plan Charge

Apply Discount To Recurring Charges

(zqu__Apply_Discount_To_Recurring_Charges__c)

RatePlanCharge ApplyDiscountTo  
Quote Rate Plan Charge

Apply Discount To Usage Charges

(zqu__Apply_Discount_To_Usage_Charges__c)

RatePlanCharge ApplyDiscountTo  
Quote Rate Plan Charge

Bill Cycle Day

(zqu__BillCycleDay__c)

RatePlanCharge BillCycleDay  
Quote Rate Plan Charge

Billing Period Alignment

(zqu__BillingPeriodAlignment__c)

RatePlanCharge BillingPeriodAlignment  
Quote Rate Plan Charge

Billing Timing

(zqu__BillingTiming__c)

RatePlanCharge BillingTiming  
Quote Rate Plan Charge

Description

(zqu__Description__c)

RatePlanCharge Description  
Quote Rate Plan Charge

Effective Price

(zqu__EffectivePrice__c)

RatePlanCharge Price  
Quote Rate Plan Charge

End Date Condition

(zqu__EndDateCondition__c)

RatePlanCharge EndDateCondition  
Quote Rate Plan Charge

Included Units

(zqu__IncludedUnits__c)

RatePlanCharge IncludedUnits  
Quote Rate Plan Charge

List Price Base

(zqu__ListPriceBase__c)

RatePlanCharge ListPriceBase  
Quote Rate Plan Charge

Period

(zqu__Period__c)

RatePlanCharge BillingPeriod  
Quote Rate Plan Charge

Quantity

(zqu__Quantity__c)

RatePlanCharge Quantity  
Quote Rate Plan Charge

Quote Rate Plan Charge Zuora Id

(zqu__QuoteRatePlanChargeZuoraId__c)

RatePlanCharge ProductRatePlan
ChargeId
 
Quote Rate Plan Charge

Specific Billing Period

(zqu__QuoteRatePlanChargeZuoraId__c)

RatePlanCharge SpecificBillingPeriod  
Quote Rate Plan Charge

Specific End Date

(zqu__SpecificEndDate__c)

RatePlanCharge SpecificEndDate  
Quote Rate Plan Charge

Total

(zqu__Total__c)

RatePlanCharge Price  
Quote Rate Plan Charge

Trigger Date

(zqu__TriggerDate__c)

RatePlanCharge TriggerDate  
Quote Rate Plan Charge

Trigger Event

(zqu__TriggerEvent__c)

RatePlanCharge TriggerEvent  
Quote Rate Plan Charge

Up To How Many Periods

(zqu__Upto_How_Many_Periods__c)

RatePlanCharge UpToPeriods  
Quote Rate Plan Charge

Up To Periods Type

(zqu__Upto_How_Many_Periods_Type__c)

RatePlanCharge UpToPeriodsType  
Quote Charge Tier

EndingUnit

(zqu__EndingUnit__c)

RatePlan
ChargeTier
EndingUnit Quote Charge Tier is used instead of Product Rate Plan Charge Tier if the charge has customized tiers.
Quote Charge Tier

Effective Price

(zqu__Effective_Price__c)

RatePlanChargeTier Price  
Quote Charge
Tier

Price

(zqu__Price__c)

RatePlanChargeTier Price  
Quote Charge Tier

Price Format

(zqu__PriceFormat__c)

RatePlanChargeTier PriceFormat  
Quote Charge Tier

StartingUnit

(zqu__StartingUnit__c)

RatePlanChargeTier StartingUnit  
Quote Charge Tier

Tier

(zqu__Tier__c)

RatePlanChargeTier Tier  
Quote Charge Tier

IsOveragePrice

(zqu__IsOveragePrice__c)

RatePlanChargeTier IsOveragePrice  
Last modified
09:36, 23 Jun 2017

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