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:
- On the Quote Details page, click Send to Zuora.
- On the Order Preview page that opens, review the information, and then click Submit to send the quote to Zuora.
- 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.
| 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) |
Contact | WorkEmail PersonalEmail |
Same Email will appear in both fields. |
| 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 |
Mailing Street (Mailing Address) |
Contact | Address 2 | Only appears when adding a line break to the mailing address. |
| 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 | Bill Cycle Day | |
| Quote |
Billing Batch (zqu__BillingBatch__c) |
Account | Billing Batch | |
| Quote |
Invoice Delivery Method (zqu__BillingMethod__c) |
Account | Invoice Delivery Preferences | |
| 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 |
Tax Region (TaxRegion__c) |
Contact | Tax Region | |
| 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
|
Sequence Set Id (zqu__SequenceSetId__c) |
Account | SequenceSetId | |
| 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 |
Number Of Periods (zqu__NumberOfPeriods__c) |
RatePlanCharge | NumberOfPeriods | |
| Quote Rate Plan Charge |
Period (zqu__Period__c) |
RatePlanCharge | BillingPeriod | |
| Quote Rate Plan Charge |
Quantity (zqu__Quantity__c) |
RatePlanCharge | Quantity | |
| Quote Rate Plan Charge |
Specific Billing Period (zqu__SpecificBillingPeriod__c) |
RatePlanCharge | SpecificBillingPeriod | |
| Quote Rate Plan Charge |
Specific End Date (zqu__SpecificEndDate__c) |
RatePlanCharge | SpecificEndDate | |
| Quote Rate Plan Charge |
Total (zqu__Total__c) |
RatePlanCharge | Total | |
| 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 |
|
Zuora Parent Billing Account ID Field
From Quotes version 10.11.2, Zuora Parent Billing Account ID field acts as a lookup field that allows you to select the Parent Billing Account.
Below Quote Configuration Settings are synchronized with the Zuora Parent Billing Account ID field:
| Setting | Description |
|---|---|
| Enable Parent Customer Account | Select to display the Zuora Parent Billing Account ID field in the Quote Studio UI. See Quote Configuration Settings for more information. |
| Allow Zuora Account Info to be Updated | Select to use Salesforce data to update Zuora billing account and contact information. See Allow Zuora Account Info to be Updated for more information. |
The following table provides the description of the Zuora Billing Account Parent ID field" for the different quote types.
| Quote Type | Description | |
|---|---|---|
| New Quote | New Billing Account | When creating a new quote with a new billing account, you can select the new parent billing account in the Zuora Parent Billing Account ID field. |
| Existing Billing Account | When creating a new quote with an existing billing account, the name of the current billing account will appear in the Zuora Parent Billing Account ID field by default. If you wish, you may choose the new billing account from the Zuora Parent Billing Account ID picklist field. | |
| Amendment Quote | When creating an amendment quote, the name of the current billing account will appear in the Zuora Parent Billing Account ID field by default. If you wish, you may choose the new billing account from the Zuora Parent Billing Account ID picklist field. | |
| Renewal Quote | When creating a renewal quote, the name of the current billing account will appear in the Zuora Parent Billing Account ID field by default. If you wish, you may choose the new billing account from the Zuora Parent Billing Account ID picklist field. | |
It is important to note that if you select a new billing account name, you must reconcile the account information in Zuora and Salesforce using the Update Zuora Account Details button.
To reconcile the account information, administrators must add the Zuora Parent Billing Account Name field to both the zqu__Amendment_Compare_Billing_Information and zqu__Compare_Billing_and_Payment_Information fieldsets of the Quote Object.