Skip to main content

Create a Renewal Quote

Zuora

Create a Renewal Quote

  1. Last updated
  2. Save as PDF

The Microsoft Quotes page provides several advanced features, which allow you to easily customize the quoting flow and optimize user experiences.

Procedure

Take the following steps to create a renewal quote:

  1. In your Microsoft Dynamics 365 org, navigate to the Quotes layout page.
  2. Click the New Zuora Quote button. 
  3. In the area of Sales Information, select the Potential customer. After a Potential customer is selected, Bill To Contact and Sold To Contact associated with this account are displayed.
  4. In the Quote type field, select Amend Quote. You will see a new field, Zuora Subscription to Amend when you select Amend quote.
  5. In the Zuora Subscription to Amend field, select the subscription you wish to amend. All subscriptions associated with the account will be displayed as soon as you select the subscription.
  6. Click Renew button under subscription section.
  7. In the resulting screen, enter the Contract Effective Date. 

Contract Effective Date - The date when the contract takes effect. If the subscription includes charges that trigger at specific date points, then this date triggers charges set to the value, Upon Contract Effective.

clipboard_e6ef23a3f01ba4c9c896c5102a910da9f.png

  1. Click Submit.
  2. Click Send to Zuora.