Product managers can't price and package the right way Subscription businesses that use Salesforce for Sales and Customer Support face some unique challenges 1 The following are highlights of Zuora Quotes: With the addition of Zuora 360, a must-have package, you can complete the circle by synchronizing the resulting customer and invoice data back to Salesforce. When a deal is reached, clicking a button sends the quote to Zuora, which creates a corresponding subscription and manages it from that point forward - invoicing, collecting payment, auto-renewal, etc. Zuora Quotes can create a PDF version of the quote, formatted and styled for your company. The quote page displays all this information plus the MRR and TCV of the proposed contract. A quote, linked to the opportunity or to the customer account, which contains the details of a proposed subscription including a catalog product, a rate plan, and one or more rate plan charges which can be edited.An optional opportunity linked to that customer.In the Zuora Quotes workflow, a quote involves: ![]() With Zuora Quotes, your sales reps can handle a mixed bag of different contract durations, charge models, billing frequencies, and bookings metrics within one quote. ![]() It allows you to easily guide your sales reps through the most complex deal. ![]() Zuora Quotes is the only CPQ solution purpose-built for subscriptions. With Zuora Quotes, your sales teams can easily build customer-ready quotes, using your Zuora subscription catalog, and send the resulting accounts and subscriptions immediately to Zuora for invoicing and subscription management. Zuora Quotes is a native Salesforce application that lets you create Zuora accounts and manage subscriptions, amendments, and renewals in Salesforce.
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