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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
Zuora
Object
Zuora
Field
Comments
Communication Profile Zuora Id Account Communication
ProfileId
 
Invoice Template Zuora Id Account InvoiceTemplateId  
Contact Country Contact Country  
Contact Email Contact WorkEmail  
Contact First Name Contact FirstName Required.
Contact Last Name Contact LastName Required.
Contact Mailing City Contact City  
Contact Mailing Country Contact Country Required only if using Zuora Tax.
Contact Mailing Postal Code Contact PostalCode  
Contact Mailing State Contact State Required only if using Zuora Tax and the Country is set to "United States" or "Canada".
Contact Mailing Street Contact Address1  
Contact Phone Contact WorkPhone  
Quote Account.Name Account Name Account is required only for quotes that are not associated with an opportunity.
Quote Amendment Name Amendment Name  
Quote Auto Renew Subscription AutoRenew  
Quote Bill Cycle Day Account BillCycleDay  
Quote Billing Batch Account Batch  
Quote Invoice Delivery Method Account InvoiceDeliveryPrefs
Email
InvoiceDeliveryPrefs
Print
 
Quote Bill to Contact 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 Account TaxExemptCertificateID  
Quote Certificate Type Account TaxExemptCertificateType  
Quote Communication Profile Account See the 
Communication Profile object
 
Quote Company Code Account TaxCompanyCode  
Quote Currency Account Currency Required.
Quote Customer Acceptance Date Subscription/
Amendment
ContractAcceptance
Date/
CustomerAcceptance
Date
Required.
Quote Description
(Tax Exempt Description)
Account TaxExemptDescription  
Quote Existing Subscription ID Amendment SubscriptionId  
Quote Initial Term Subscription/
Amendment
InitialTerm Required only if the subscription type is set to TERMED.
Quote Invoice Owner Id Subscription InvoiceOwnerId Only when the permission "Owner Transfer Amendment permission" is turned on.
Quote Invoice Separately Subscription IsInvoiceSeparate  
Quote Invoice Template Account See the Invoice Template object  
Quote Issuing Jurisdiction Account TaxExemptIssuingJurisdiction  
Quote Name Subscription Name

Required.

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

Quote Opportunity.Name Subscription  Name If the Subscription Name is  set to "Opportunity Name" in Zuora Config Default Value Settings.
Quote Opportunity.Owner
.Name
Subscription Account.SalesRepName  
Quote Opportunity Close Date Subscription OpportunityCloseDate__QT  
Quote  Opportunity Number Subscription OpportunityName__QT  
Quote Payment Method 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 Account PaymentyTerm Required.
Quote Quote Business Type Subscription QuoteBusinessType__QT  
Quote Quote Number Subscription QuoteNumber__QT  
Quote Quote Type Subscription QuoteType__QT  
Quote Renewal Term Subscription RenewalTerm Required only if the subscription type is set to TERMED.
Quote Service Activation Date Subscription ServiceActivation
Date
Required.
Quote Sold to Contact 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 Subscription ContractEffective
Date
Required.
Quote Subscription Term
Type
Subscription TermType Required.
Quote Tax Exempt Account TaxExemptStatus  
Quote Term Start Date Subscription TermStartDate  
Quote VAT ID Account VATId  
Quote Zuora Account Number Account AccountNumber  
Quote Zuora Parent Billing Account Id Account ParentId
(Only when enabling
"Enable Parent Customer Account")
 
Quote Rate Plan Root Quote Rate Plan ID RatePlan RatePlanBundleId__QT  
Quote Rate Plan Original Product Rate Plan Option ID RatePlan RatePlanOptionId__QT  
Quote Rate Plan Charge Apply Discount To
One Time Charges
RatePlanCharge ApplyDiscountTo  
Quote Rate Plan Charge Apply Discount To Recurring Charges RatePlanCharge ApplyDiscountTo  
Quote Rate Plan Charge Apply Discount To
Usage Charges
RatePlanCharge ApplyDiscountTo  
Quote Rate Plan Charge Bill Cycle Day RatePlanCharge BillCycleDay  
Quote Rate Plan Charge Billing Period
Alignment
RatePlanCharge BillingPeriodAlignment  
Quote Rate Plan Charge Billing Timing RatePlanCharge BillingTiming  
Quote Rate Plan Charge Effective Price RatePlanCharge Price  
Quote Rate Plan Charge End Date Condition RatePlanCharge EndDateCondition  
Quote Rate Plan Charge Included Units RatePlanCharge IncludedUnits  
Quote Rate Plan Charge List Price Base RatePlanCharge ListPriceBase  
Quote Rate Plan Charge Period RatePlanCharge BillingPeriod  
Quote Rate Plan Charge Quantity RatePlanCharge Quantity  
Quote Rate Plan Charge RatePlanCharge
ZuoraID
RatePlanCharge ProductRatePlan
ChargeId
 
Quote Rate Plan Charge Specific Billing Period RatePlanCharge SpecificBillingPeriod  
Quote Rate Plan Charge Specific End Date RatePlanCharge SpecificEndDate  
Quote Rate Plan Charge Total RatePlanCharge Price  
Quote Rate Plan Charge Trigger Date RatePlanCharge TriggerDate  
Quote Rate Plan Charge Trigger Event RatePlanCharge TriggerEvent  
Quote Rate Plan Charge Up To How Many
Periods
RatePlanCharge UpToPeriods  
Quote Rate Plan Charge Up To Periods Type RatePlanCharge UpToPeriodsType  
Quote Charge Apply Discount To
One Time Charges
RatePlanCharge ApplyDiscountTo  
Quote Charge Effective Price RatePlanCharge Price  
Quote Charge Apply Discount To Recurring Charges RatePlanCharge ApplyDiscountTo  
Quote Charge Apply Discount To
Usage Charges
RatePlanCharge ApplyDiscountTo  
Quote Charge Bill Cycle Day RatePlanCharge BillCycleDay  
Quote Charge Billing Period
Alignment
RatePlanCharge BillingPeriod
Alignment
 
Quote Charge Included Units RatePlanCharge IncludedUnits  
Quote Charge Period RatePlanCharge BillingPeriod  
Quote Charge Quantity RatePlanCharge Quantity  
Quote Charge RatePlanCharge
ZuoraID
RatePlanCharge ProductRatePlan
ChargeId
 
Quote Charge Specific Billing Period RatePlanCharge BillingPeriod  
Quote Charge Trigger Date RatePlanCharge TriggerDate  
Quote Charge Trigger Event RatePlanCharge TriggerEvent  
Quote Charge Upto How
Many Periods
RatePlanCharge UpToPeriods  
Quote Charge Tier EndingUnit 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 RatePlanChargeTier Price  
Quote Charge
Tier
Price RatePlanChargeTier Price  
Quote Charge Tier Price Format RatePlanChargeTier PriceFormat  
Quote Charge Tier StartingUnit RatePlanChargeTier StartingUnit  
Quote Charge Tier Tier RatePlanChargeTier Tier  
Quote Charge Tier IsOveragePrice RatePlanChargeTier IsOveragePrice  
Last modified
08:54, 20 Mar 2017

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