Zuora Quotes Configuration Settings
This section contains the articles describing the settings in the Zuora Config tab. You configure the Zuora Config settings to customize Zuora Quotes in your Salesforce organization.
This section describes the following settings:
- Zuora Connection Settings
- Quote Configuration Settings
- Configure customer account hierarchy
- Default Value Settings
- Communication Profile Settings
- Advanced Quoting Configuration Settings
- Feature Field Group Settings
- Invoice Template Settings
- List Filter Configuration Settings
- Guided Product Selectors
- Quote TCV Rollup Settings
- Display Scale Settings
- Rules Engine Settings
- Payment Pages Settings
- Deprecated: Hosted Payment Pages Settings
- Component Registration
- QuickList Component Settings
- Quote Template Settings
- Customize Quote Templates
- Download a Quote Template
- Customize Quote Templates using Word Mail Merge
- Define the Format for Date and Number Mail Merge Fields
- Display Multiple Line Items Using Mail Merge Tables
- Add Custom Fields in Quote Templates
- Add Custom Objects in Quote Templates
- Conditional Merge Fields
- Supported Fonts for Quote Templates
- Supported Merge Fields for Quote Templates
- Troubleshoot Quote Template Issues
- Customize Quote Templates
- QuickFilter Component Settings
- Layout Configuration Settings
- Quote Wizard Settings