Zuora Modules from August 4, 2023 to May 23, 2024
This article describes the features and services that come with Zuora's Modules and Global Support Plans.
Contact Zuora Sales if you are interested in purchasing additional features and services.
The "packaging and pricing" information provided below for Zuora's SaaS Service became effective August 4, 2023. For customers whose relationship with Zuora is governed by prior versions of our "packaging and pricing" information and/or other contract terms, please instead consult your applicable contract terms.
Modules
Zuora Central Platform
Functionality | BRONZE | SILVER | GOLD |
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User Management Create and edit user accounts and reset passwords. |
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Single Sign-on (SSO) The ability for users to login to Zuora with credentials maintained in the customer's central SAML-supported repository. |
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2-Factor Authentication The ability to enable your 2nd verification beyond username and password when logging into Zuora. |
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Notifications Email and callout notifications to automate communications with customers. |
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Attachments Upload documents of supported formats to associate additional information with accounts. |
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Configurable Fields Define fields that are visible in the Zuora interface and available through the Zuora API. |
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Custom Objects Store unique subscription-related data in data objects. |
10 Custom Objects included; for additional |
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Workflow Design and build workflows across Zuora and third-party applications using conditional logic, rules, and automated tasks. |
10 Workflows included; for additional |
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Multi-Org for Billing Create segments within your tenant that allow segmentation of user data and access controls. |
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Zuora Protect Suite of advanced security features. |
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App Store Connectors Ability to configure the connector with a simple and intuitive UI. A centralized view of all the events along with the ability to retry failed transactions Available Connectors:
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An elastically scalable data warehouse service provided by Zuora. You can leverage Zuora Warehouse to run high-performance queries on unlimited data volumes. |
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Zuora Fraud Protection Assess the risk of new payment methods and/or payment transactions. |
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Data Import Tools Perform mass migration and updates of data. |
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Central Sandbox (Billing) Replicate your full production environment so you can test and deploy new functionality. Available to: Central Billing Customers |
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1 included for additional |
2 included for additional |
Allows developers to copy/refresh only configuration/settings data and no transactional/dynamic data. Available to: Central Billing Customers |
1 included for additional |
1 included for additional |
1 included for additional |
Revenue Sandbox (Revenue) This is a production copy environment containing a snapshot of customer data from the production environment. Available to:
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2 included for additional |
2 included for additional |
2 included for additional |
Pre-Built Reports Set of standard reports covering Bookings, Billings, Cash and Revenue metrics. |
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Custom Reports The ability to dynamically edit pre-built reports or build customized reports. |
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Schedule & Share Reports Automatically schedule report runs and share them directly in Zuora or via email. |
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Standard Analytics datasets Utilize datasets as the data source to visualize metrics on dashboards, Standard datasets include the data tables for the top subscription metrics. |
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Customizable Analytics datasets Utilize datasets as the data source to visualize metrics on dashboards, Customizable datasets include the ability to create data tables for custom data stored in Zuora. |
10 datasets |
50 datasets |
100 datasets |
Data Query With Data Query, you can leverage the power of SQL to perform joins on accounts, subscriptions, orders, invoices, payments, usages, and more. |
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Data Query Unlimited Utilize SQL to perform joins on accounts, subscriptions, orders, invoices, payments, usages, and more. |
Not available |
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Subscription Warehouse Secure Share Access your Zuora data in real-time from directly within your organization's own Snowflake account. Committed TAR or managed data entitlements apply. |
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Audit Trail Track a log of key system activities across financially impacting settings. |
Not available |
18 months |
36 months |
Multi-Entity Management The ability to segment financial data and processes into a separate segment with a parent-child relationship to manage different geographies, currencies, product lines, etc. For more information, see Overview of Multi-entity. |
Not available |
Not available |
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Performance Booster Scale high-volume processes in Zuora, including bill runs and payments runs, and raise API concurrency limits. |
N/A |
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Performance Booster Elite Scale high-volume processes and operations in Zuora on a dedicated shard. |
N/A |
N/A |
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Global Conduct business in available currencies. |
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Consumption Records "Consumption Record" means each individual unique usage record. |
Up to 10,000,000 annual Consumption Records included for additional Consumption Records |
Up to 100,000,000 annual Consumption Records included for additional Consumption Records |
Up to 300,000,000 annual Consumption Records included for additional Consumption Records |
Premium SLAs Access priority-level SLAs as specified in Zuora Support and Service Level Agreement (for Zuora Modules). |
Not available |
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Fast-track service during business hours with access to a Named Account Support Engineer. |
Not available |
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The highest level of customer support and priority response for cases, priority-level SLAs with access to an assigned Technical Account Manager to personally manage your support cases. |
Not available |
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Revenue Performance Booster Elite Scale medium to high-volume revenue recognition processes to meet the demands of peak periods and larger batch operations on a dedicated shard. |
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Scale high-volume revenue recognition processes to meet the demands of peak periods and larger batch operations on a dedicated shard. |
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Custom Fields You can extend the business objects in your Zuora billing tenant by defining custom fields. Custom fields you define are visible in the Zuora user interface and are available through the Zuora API. |
50 custom fields (10 of which are indexed) | 75 custom fields (15 of which are indexed | 100 custom fields (20 of which are indexed) |
Zuora Connector for Data Warehousing Billing: Move your data from Zuora to the destination of your choice! Zuora supports connections to the following:
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Zuora Global
Prerequisite: Zuora Central Billing
Functionality | Description | Limitations |
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Multi-Currency Support |
Customize your offerings to define pricing and packaging for global customers in available currencies, manage all aspects of billing and payment processing. |
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Multiple Tax Connectors |
Integration with multiple supported tax services. |
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Additional Payment Gateway |
Add and configure additional payment gateways in your tenant. |
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International Financial Operations |
Ability to take transactions and convert them from their transactional currency to a reporting currency. |
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Home Currency |
Convert foreign currencies into your home currency for financial reporting. |
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Zuora Central Billing
Prerequisite: Zuora Central Platform
Functionality | Description | Limitations |
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Subscription Pricing Catalog |
A centralized repository to create one-time and recurring pricing models. |
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Currency |
Price services in different currencies. |
Limit 1 currency |
Charge Types - Recurring & One Time Charges |
Utilize one-time and recurring pricing models. |
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Multi-Action Order Management |
Create orders with multiple actions in Zuora, for new subscriptions and subscription changes. |
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Ramp for Orders |
Create a multi-year ramp deal natively. |
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Owner Transfers for Subscriptions |
Manage complex subscription and billing relationships in a customer account. Set account owner and invoice owners at the subscription level. |
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Account Hierarchies |
Manage customers that have parent-child accounts or multiple enterprise divisions. |
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Subscription Lifecycle Management |
The ability to change subscriptions mid-stream, and for downstream processes such as billing, payment and revenue operations to automatically adjust based on those changes. |
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Invoice Settlement |
Apply payments, credit memos, and refunds at the invoice level. |
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Taxation (Tax Connector or Z-Tax) |
Out-of-box taxation engine for simple tax needs and self-maintenance of tax rate tables. |
1 tax connector (or Zuora Tax Engine) included |
Automated Bill Run |
Group customers into multiple segments and automate billing/payments differently per group. |
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Flexible Billing |
The ability to bill your customers efficiently and flexibly. Includes 2 features:
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Credit/Debit Memos |
Correct and adjust charge discrepancies on invoices and to manage the balance due on a particular invoice or account. |
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Payment to Invoice Item Settlement |
Apply payments, credit memos, and refunds at the invoice item level. |
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Subscription Pre-built Reports |
Calculate subscription metrics including MRR, ARR, and Recurring Revenue Changes (eg. expansion, contraction, churn, and new business). |
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Chart of Accounts Management |
Create a chart of accounts structure in Zuora. |
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Accounting Close Capabilities |
Lock and close accounting periods to prevent changes and improve auditability. |
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GL Segments Included |
Allow customers to get summary journal entries segmented by configurable "general ledger segments". Segments can align to any structure, A/R journal entry, or by product, by subsidiary, by region, etc. |
Up to 3 GL segments included |
Journal Runs/Journal Entries |
Auto-create journal entry objects from Zuora transactions such as account receivables, credit balance adjustment, and revenue. |
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Revenue Workbench |
Manage undistributed revenue on subscription charges, and track the progress of the revenue schedule creation. |
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Automated Payment Run |
Automatically pick up invoices for accounts with auto-pay enabled and charge them for the invoice amount. |
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Hosted Payment Pages (HPM) to capture Payment details with PCI Compliance |
Allow subscribers to send payment details to your company in a secure, PCI-compliant manner. |
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Unapplied Payments |
Record all payments in Zuora even if the information about customers or invoices is missing. |
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Payment Gateway |
Pass authorization, payments, and settlement data securely to and from the merchant's website to the merchant's processor. |
Up to 2 payment gateways can be integrated |
AR Pre-built Reports |
View your accounts receivable balance summary in a pre-built report. |
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Zuora Consumption Billing
Prerequisite: Zuora Central Billing
Functionality | Description | Limitations |
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Access to usage-based charge models to support pass-through fees, peak consumption, and charges based on any attribute. The usage-based charge models are:
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Consumption-based Billing |
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Complex Invoicing Rules |
Split Invoicing and Invoice at Subscription Level. Bill separately from everything else on the billing account. |
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GL Segments Included |
Allow customers to get summary journal entries from Zuora that are segmented by configurable "general ledger segments", where the segments can align to any structure. So for example, instead of getting just a simple A/R journal entry, get journal entries by product, by subsidiary, by region, etc. |
Up to 15 GL segments included |
Zuora Advanced Consumption Billing
Prerequisite: Zuora Consumption Billing
Functionality | Description | Limitations |
---|---|---|
Unbilled Usage | Enables you to access the usages and due amounts in near real time before charges are billed. You can view the usages and up-to-date amounts due for a subscription in the Unbilled Usage section on the subscription details page. | |
Credit-Based Prepaid With Drawdown |
Ability to invoice for one-time or recurring prepayments for non-monetary units, or credits, and provide a means to draw those credits down using usage charges. Full prepaid balance management, and overage charging once the balance runs out. |
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Cash-Based Prepaid with Drawdown | Enables you to collect payment from your customers and then deposit the payment on their customer account as reserved payment. | |
Threshold notifications |
Standard notifications triggered based on the amount or percentage of prepaid balance crossed. |
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Minimum Commitment | Allows you to offer subscription services in which your customers commit to spending a minimum amount. If the customers do not spend the committed amount by the end of the commitment period, they will be automatically charged a true-up to meet the contracted minimum amount. | |
Mediation | Enables you to create Meters that automate a set of event processing steps that otherwise need to be performed manually and repetitively, resulting in consumption records that can easily be rated and billed for. |
Zuora CPQ
Zuora CPQ for Salesforce
Prerequisite: Zuora Central Billing
Functionality | Description | Limitations |
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Configurable, native force.com quoting capabilities for assisted sales across the subscription lifecycle. Includes capabilities such as Zuora Developer Kit, Guided Selling, Rules Engine, Ramps, and more! |
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Synchronize Zuora and Salesforce data (products, accounts, subscriptions, invoices, payments, refunds, etc). |
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Additional Zuora Billing Modules
Prerequisite: Zuora Central Billing
Functionality | Description | Limitations |
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Configurable Payment Retry (CPR) | Configure retry logic for failed electronic payments based on a customer's profile and several other characteristics of its failed payment. | |
Zuora Connector for Hubspot CRM | An integration that allows your Hubspot CPQ/CRM frontend to sync data bi-directionally to and from your Zuora subscription billing backend. | |
Zuora Salesforce Connector (formerly known as 360) |
Synchronize Zuora and Salesforce data (products, accounts, subscriptions, invoices, payments, refunds, etc). |
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Zuora Salesforce CPQ Connector |
Integrate Salesforce CPQ Contracts and Salesforce CPQ Quotes with Zuora. |
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Zuora NetSuite Connector |
NetSuite Connector integrates Zuora's subscription billing capabilities with NetSuite's ERP/Financials solution with bi-directional integration across every core application module to seamlessly combine the two applications. Includes one production and one sandbox license. |
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Zuora NetSuite Connector Add-On |
Includes one additional connector for customers that require a second sandbox. |
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Configurable Summary Level GL Interface |
Extract of Zuora data, pre-formatted for upload into general ledgers. |
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Account Management Portal |
Enable end-subscribers to self serve their account and subscription needs via a configurable user interface. |
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Promo Codes |
Leverage promotion codes and coupons like generating unique codes, enable code redemption, setting time limits and create custom fields. |
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Configurable Lockbox |
Automate payment-to-invoice matching for checks received by lockbox banking providers. |
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Additional Payment Gateway |
1 additional pre-built integration to another available payment gateway. |
1 gateway integration per license |
Payment Method Updater |
Automatically incorporate changes made to a customer's payment method including the expiration date, new card number, account closure, and brand migration. |
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Chargeback Reconciliation |
Verify an electronic payment and refund transaction processed in Zuora matches the transaction reported by the gateway. |
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Additional Consumption Records |
For customers of the Gold Platform and Advanced Consumption Billing, additional annual Consumption Consumption Records volume entitlement. |
Only available to Gold Platform and Advanced Consumption customers. |
Zuora Collections
Prerequisite: Zuora Central Billing
Functionality | Description | Limitations |
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Advanced Payment Manager |
Associate different payment methods with multiple subscriptions under a single account. |
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Configurable Payment Retry (CPR) |
Configure retry logic for failed electronic payments based on a customer's profile and several other characteristics of its failed payment. |
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Configurable Lockbox |
Automate payment-to-invoice matching for checks received by lockbox banking providers. |
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Collections Window |
Generate account statements, track account statuses, and document collection attempts visible to the entire collections team. |
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Notes |
Add notes, reminders, and files on collections to a customer account. |
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Workflow |
10 Workflows included with Collections. Design and build workflows across Zuora and third-party applications using conditional logic, rules, and automated tasks. |
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Statement Generator |
Create statements to show subscribers any activity that has taken place on their account. |
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Zuora Fraud Protection
Prerequisite: Zuora Billing or Zuora Payments
Functionality | Description | Limitations |
---|---|---|
Zuora Fraud Protection |
A paid add-on offering that helps assess the risk of new payment methods and/or payment transactions Screening Request is defined as each Purchase API request made. |
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Zuora Central Revenue
Prerequisite: None
Functionality | Description | Limitations |
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Transaction/Contract Grouping |
Group uploaded transaction lines into revenue contracts using grouping templates. |
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Performance Obligation (POB) Mapping |
Group transaction lines within one revenue contract into performance obligations (POB) by ASC 606. |
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Revenue Schedules |
Distribute revenue into accounting periods and track when revenue is recognized. |
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Revenue Events |
Create a Zuora-defined or user-defined event, resulting in a change to a revenue schedule. |
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Accounting Entries LT/ST, Netting |
Perform Long Term / Short Term reclassification to reclassify the revenue to be recognized for the Contract Liability account. |
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Manual Journal Entries |
Set up, upload and approval process for Manual Journal Entries before being transferred to the Book of Accounts. |
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Zuora Advanced Revenue
Prerequisite: Zuora Central Revenue
Functionality | Description | Limitations |
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POB Bundles |
Split a single contract line into multiple lines with individual POBs or consolidated POBs. |
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SSP Allocations |
Calculate, as defined by ASC 606 and IFRS 15, the standalone selling price (SSP) at which an entity sells a good or service separately to a customer. |
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Contract Modifications |
Change price or scope to performance obligations (POBs) after the creation of a contract, or add or subtract existing POBs within a contract. |
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Variable Consideration |
Automatically create VC estimates when a sales order line is collected. Alternatively, upload VC estimates or actuals to Zuora Revenue by using file upload. |
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SSP Formula |
Define formulas and apply the formula to appropriate transaction lines to automatically determine SSP for your goods and services. |
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SSP Upload |
If SSP is estimated outside Zuora Revenue, you can upload it as a spreadsheet to Zuora Revenue based on your defined SSP templates. |
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Additional Zuora Revenue Modules
Prerequisite: Zuora Central Revenue
Functionality | Description | Limitations |
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Cost Management |
Automatically calculate costs, such as commissions, rebates, accruals, COGS |
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SSP Analyzer |
Automatically calculate Standard Selling Price (SSP) by using historical transaction data for your goods and services. |
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Multi-Org Package |
Configure multiple organizations and open and close the accounting period based on the organization. |
Up to 20 orgs |
Revenue Sandbox |
A testing environment with a copy of your production data. |
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Revenue Migration Sandbox |
Migration environment for heavy performance testing, load testing, and data conversion or migration. It comes with a copy of your production data if available. |
Available for terms of variable length, incl shorter than 1 year |
Historical Data Read-Only Access |
Access to historical Zuora Revenue data for audit purposes with read-only access. |
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Consumption Revenue |
Revenue recognition to support Consumption business models. Ability to manage usage estimation as variable considerations. Automation to support contract modifications related to consumption offerings. Ability to report on consumption history and usage tracking through available reports and through the revenue contract workbench. |
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Revenue Connectors The following are available as add-ons:
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Connect Revenue to the available ERPs to manage seamless bi-directional data flows. |
Support and Services
BRONZE | SILVER | GOLD | Zuora Revenue | ||
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Standard Support See below for additional details. Includes 24x7 Community, 24x7 service availability monitoring, Live 24x5 global support, online ticket support, email support, and unlimited included incidents. |
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SLA and Priority Queue See below for additional details. Includes all Growth Support features, as well as phone support, standard Salesforce development support, priority queue, application uptime SLA, and support response times SLA. |
N/A |
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Advanced SFDC and Payment Gateway Support See below for additional details. Includes all Growth Support and Enterprise Support features, as well as Advanced Salesforce Gateway support and Advanced Payment Gateway support. |
N/A |
N/A |
N/A |
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Technical Account Manager (TAM) The Offshore Technical Account Manager provides guidance on the maintenance of your implementation. Advisory support on how to keep up with best practices as your business evolves. |
N/A |
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Enterprise Solution Architect (ESA) Senior Onshore Enterprise Solution Architects (ESA) to provide architecture and technical deployment expertise to help accelerate business results, optimize for growth, and mitigate system risk. |
N/A |
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Zuora University Training Access to on-demand courses covering the basics of Zuora products is included with all editions. Seats to Zuora University are available for purchase and include access to advanced training, live classes and workshops, certification exams, and a training sandbox. |
1 seat |
3 seats |
5 seats |
Support Items | Zuora Central Platform Bronze | Zuora Central Platform Silver | Zuora Central Platform Gold | Zuora Revenue | |
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Included Issues |
Unlimited |
Unlimited |
Unlimited |
Unlimited |
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24x7 Community |
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24x7 Service Availability Monitoring |
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Live 24x7 Global Support |
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Online Ticket Support |
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Email Support |
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Phone Support |
N/A |
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Standard Salesforce Development Support |
N/A |
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Priority Queue |
N/A |
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Application Uptime SLA |
N/A |
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Support Response Times SLA |
N/A |
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Advanced Salesforce Development Support If Zuora determines it is likely an issue Customer reports to Zuora was caused by Salesforce's platform, Zuora will help Customer and Salesforce resolve the issue. |
N/A |
N/A |
N/A |
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Advanced Payment Gateway Support If Zuora determines it is likely an issue Customer reports to Zuora was caused by Customer's chosen payment gateway(s), Zuora will help Customer and the payment gateway(s) resolve the issue. |
N/A |
N/A |
N/A |
Turnkey Managed Services
Advanced | Elite | Pro | |
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Turnkey Managed Services - Billing Monitor and manage billing activity. Perform mass updates and changes. Ensure billing revenue is complete. Process tuning and report on activity. |
Weekly bill runs and up to 10 ad hoc runs. 2 mass updates. Up to 8 changes and 3 revenue routines |
Up to 32 bill runs and up to 15 ad hoc runs. 4 mass updates. Up to 12 changes and 5 revenue routines |
Up to 64 bill runs and up to 20 ad hoc runs. 4 mass updates. Up to 15 changes and 7 revenue routines |
Turnkey Managed Services - Payment Monitor and manage payment activity. Perform mass updates and changes. Process tuning and report on activity. |
Weekly payment runs and up to 10 ad hoc runs. 1 mass update and 3 changes |
Up to 32 payment runs and up to 15 ad hoc runs. 2 mass updates and 10 changes |
Up to 32 payment runs and up to 20 ad hoc runs. 3 mass updates and 15 changes |
Turnkey Managed Services - Revenue Process data transfers, changes and mass updates. Validate period open/close. Process tuning and report on activity. (Data transfer time involved expected to increase with higher packages) |
Monthly data transfers and 1 period open/close. 1 mass update and 1 change |
Monthly data transfers and 1 period open/close. 1 mass update and 1 change |
Up to 6 data transfers and 1 period open/close. 1 mass update and 1 change |
Usage of the Zuora Service
If Customer's use of the Service exceeds the usage limits in the applicable contracts or as described in this Knowledge Center article for any products provided, Customer must either purchase additional usage, if applicable, or move to the next level of the Service. If Customer does not choose either of the options, Customer shall be considered out of compliance with such Service.