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Create an Amendment Quote

Zuora

Create an Amendment Quote

Amendments represent a change to a customer’s original subscription. Each subscription can have multiple amendments. Zuora's amendments module allows you to seamlessly upgrade or downgrade a customer from one product or rate plan to the next.

Amendments can be created to:

  • Modify Terms and Conditions
  • Add Products
  • Update Products
  • Remove Products
  • Renew Subscriptions
  • Cancel Subscriptions
  • Suspend Subscriptions
  • Resume Subscriptions
  • Invoice Owner Transfer

Create amendment quotes

Take the following steps to create an amendment quote:

  1. In your Microsoft Dynamics 365 org, navigate to the Quotes layout page.
  2. Click the New Zuora Quote button. 
  3. In the area of Sales Information, select the Potential customer. After a Potential customer is selected, Bill To Contact and Sold To Contact associated with this account are displayed.
  4. In the Quote type field, select Amend Quote. You will see a new field, Zuora Subscription to Amend when you select Amend quote.
  5. In the Zuora Subscription to Amend field, select the subscription you wish to amend. All subscriptions associated with the account will be displayed as soon as you select the subscription.
  6. Configure quote information and submit the configuration upon completion.
  7. Click Save to save your updates. 
  8. Click Activate Quote to activate the quote that you created. Once the quote is activated, you can’t edit the quote.
  9. Click Send to Zuora.