Zuora for Startups Entitlements

$2,000,000 included

Any usage processed over the included amount will be assessed at a rate indicated on your Order Form

Active Subscribers

The threshold of Active Subscribers in Zuora Startup Edition

Up to 100,000 Active Subscribers

User Management

Create and edit user accounts and reset passwords.

Single Sign-on (SSO)

The ability for users to login to Zuora with credentials maintained in the customer's central SAML-supported repository.

2-Factor Authentication

The ability to enable your 2nd verification beyond username and password when logging into Zuora.

Notifications

Email and callout notifications to automate communications with customers.

Attachments

Upload documents of supported formats to associate additional information with accounts.

Configurable Fields

Define fields that are visible in the Zuora interface and available through the Zuora API.

Workflow

Design and build workflows across Zuora and third-party applications using conditional logic, rules, and automated tasks.

5 workflows included

for additional workflows

REST APIs

APIs for integration with external systems.

Developer Sandbox

Provide access to the Zuora via a non-production environment.

1 Developer Sandbox included;

for additional

Pre-Built Reports

Set of standard reports covering Bookings, Billings, Cash and Revenue metrics.

Custom Reports

The ability to dynamically edit pre-built reports or build customized reports.

Schedule & Share Reports

Automatically schedule report runs and share them directly in Zuora or via email.

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. 

10 datasets included

Data Query

With Data Query, you can leverage the power of SQL to perform joins on accounts, subscriptions, orders, invoices, payments, usages, and more.

Snowflake Secure Share for Startups

Access your Zuora data in real-time from directly within your organization's own Snowflake account.

This is offered at a 24 hour latency up to 100M TAR bundles (1B total active rows).

Additional TARS can be purchased in blocks of 1M TARs.

Currencies

Conduct business in available currencies.

Global add-on available for more additional currency support.

Up to 5 currencies

for additional

Consumption Records

Up to 50,000 annual Consumption Records included

Subscription Pricing Catalog

A centralized repository to create one-time and recurring pricing models.

Charge Types - Recurring & One Time Charges

Utilize one-time and recurring pricing models.

Multi-Action Order Management

Create orders with multiple actions in Zuora, for new subscriptions and subscription changes.

Ramp for Orders

Create a multi-year ramp deal natively.

Owner Transfers for Subscriptions

Manage complex subscription and billing relationships in a customer account. Set account owner and invoice owners at the subscription level.

Account Hierarchies

Manage customers that have parent-child accounts or multiple enterprise divisions.

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.

Invoice Settlement

Apply payments, credit memos, and refunds at the invoice level.

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.

Credit/Debit Memos

Correct and adjust charge discrepancies on invoices and to manage the balance due on a particular invoice or account.

Payment to Invoice Item Settlement

Apply payments, credit memos, and refunds at the invoice item level.

Subscription Pre-built Reports

Calculate subscription metrics including MRR, ARR, and Recurring Revenue Changes (eg. expansion, contraction, churn, and new business).

Chart of Accounts Management

Create a chart of accounts structure in Zuora.

Accounting Close Capabilities

Lock and close accounting periods to prevent changes and improve auditability.

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.

Revenue Workbench

Manage undistributed revenue on subscription charges, and track the progress of the revenue schedule creation.

This is access to billings-based revenue recognition only, and does not include the Zuora Revenue product line.

Automated Payment Run

Automatically pick up invoices for accounts with auto-pay enabled and charge them for the invoice amount.

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.

Unapplied Payments

Record all payments in Zuora even if the information about customers or invoices is missing.

Payment Gateway

Pass authorization, payments, and settlement data securely to and from the merchant's website to the merchant's processor.

Unlimited Gateway add-on available for additional fee.

Up to 2 payment gateways can be integrated

for additional

AR Pre-built Reports

View your accounts receivable balance summary in a pre-built report.

CPQ Integration 

Includes one of the following available CPQ integrations::

• Zuora CPQ for Salesforce CRM

  • Includes Zuora Quotes & Zuora Billing Connector for Salesforce CRM

  • (fka Zuora 360 Sync)

• Zuora CPQ for Hubspot (coming soon)

• Zuora CPQ for Conga (coming soon)

Includes 1 of the listed options

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.

Up to 3 seats

for additional

Summary GL Connector

Configurable Lockbox

(per single source)

Advanced Consumption Billing

Support for additional more complex consumption models:

• 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.

• Threshold notifications - Standard notifications triggered based on the amount or percentage of prepaid balance crossed.