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Send a Quote to Zuora

Zuora

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
(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

(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 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.