Product Catalog

Product catalog that includes the ability to configure any pricing model - create one-time, recurring, usage pricing models and additional pricing strategies like Credit-Based & Cash-Based Prepaid (Wallet) with Drawdown and Minimum Commitment.

Currencies

The ability to price services in different currencies.

Unlimited

Unlimited

Unlimited

Entitlements

The ability to track features per product and enable feature-level provisioning.

Usage ingestion

The ability to ingest usage events via API or import usage events via the UI, with real-time tracking of usage and viewing usage metrics & analytics.

Rating

The ability to rate for usage events against Zuora's product rate plans to determine how much to charge a customer, with near real-time rating of individual usage events at over 100,000 TPS. View near real-time revenue analytics for the ingested usage events.

Flexible Billing

The ability to bill your customers efficiently and flexibly. Includes 2 features:

• Flexible billing attributes: Supports subscriptions for different locations, contacts, payment terms, invoice templates, sequence sets.
• Billing schedule: Provides you the capability and flexibility to bill your customers based on contract negotiations or project milestones.

Taxation

Zuora's out-of-box taxation engine. For customers that have simple tax needs and can maintain tax rate tables themselves.

Bill runs and payment runs

The ability to group customers into multiple segments and automate billing/payments differently per group.

Automated Invoicing

The ability to automatically rate, generate, and deliver invoices in bulk and ad hoc.

Credit / Debit Memos

The ability to correct and adjust charge discrepancies on invoices and to manage the balance due on a particular invoice or account.

Unapplied payments

The ability to create payments for unknown billing accounts, overpaid invoices, or unbilled transactions.

Invoice item settlement

The ability to apply payments, credit memos, and refunds at the invoice item level.

Mediation

Create custom meters and data pipelines to ingest, dedupe, clean up, enrich and transform raw data into usage events that can be metered, rated and billed.

Supports multiple data connectors in streaming mode at >100,000 TPS

Includes 10M Annual Usage Events

for additional Usage Events

Includes 10M Annual Usage Events

for additional Usage Events

Includes 10M Annual Usage Events

for additional Usage Events

Configurable Payment Retry (CPR)

Configure retry logic for failed electronic payments based on a customer's profile and several other characteristics of its failed payment.

Hosted payment and subscribe pages

Point and click tools to create pages that enable secure capture of payment and order information on web commerce portals.

Electronic Payment Collections

Automatic processing of electronic payments through one of Zuora's pre-integrated payment gateways.

Payment gateways

Pre-built integrations to payment gateways.

Up to 2

Up to 5

Up to 10

Additional Gateways

Additional gateways can be added.

Zuora Fraud Protection

Assess the risk of new payment methods and/or payment transactions.

50,000 Screening Requests come included with base access.

Pre-built reports

Set of standard reports covering Bookings, Billings, Cash and Revenue metrics.

Custom reports

The ability to dynamically edit pre-built reports or build customized reports.

Schedule & Share

The ability to schedule automatic report runs and share reports with other Zuora users either in-app or via email.

Standard Subscription Metrics

Transaction logging to calculate subscription metrics including MRR, ARR, and Recurring Revenue Changes (eg. expansion, contraction, churn, and new business).

Analytics

The ability to access a dashboard that displays key subscription metric trends, create cards that can be pinned to the dashboard, and create a datasets, which represents any custom metric pulled from Zuora business objects. Datasets are the data tables that drive the dashboard and cards used to visualize that data.

Up to 10 Datasets

Up to 75 Datasets

Up to 100 Datasets

Multi-Org for Billing

Create segments within your tenant that allow segmentation of user data and access controls.

Zuora Protect

Suite of advanced security features.

Zuora Connector for App Stores

Ability to configure the connector with a simple and intuitive UI. A centralized view of all the events along with the ability to retry failed transactions

Available Connectors:

• Apple Appstore

• Google Play Store

Zuora Warehouse

An elastically scalable data warehouse service provided by Zuora. You can leverage Zuora Warehouse to run high-performance queries on unlimited data volumes.

Data Query

With Data Query, you can leverage the power of SQL to perform joins on accounts, subscriptions, orders, invoices, payments, usages, and more.

Custom Objects

Data objects that store unique subscription-related data. 'Record' is one instance, or row, in the custom object.

Up to 2 Objects

(Up to 25,000 Records each object)

1 additional Object add-on only

Up to 10 Objects

(Up to 10,000,000 Records each object)

additional Objects

Up to 20 Objects

(Up to 10,000,000 Records each object)

additional Objects

Audit Trail

A log of key system activities such as logins and changes to financial settings. The log will maintain historical data up to the number of months as defined in the Editions.

7 years

7 years

7 years

Central Sandbox

A Non-Production environment that provides full production copy of data.

Developer Sandbox

Isolated copy of production configuration and settings without data for development and testing.

Custom Fields

You can extend the business objects in your Zuora billing tenant by defining custom fields. Custom fields you define are visible in the Zuora user interface and are available through the Zuora API.

Only objects that support Advanced Custom Fields are eligible for adding 50+ custom fields.

50 custom fields (10 of which are indexed)

75 custom fields (15 of which are indexed)

100 custom fields (20 of which are indexed)

Zuora Connector for Data Warehousing

Billing:

Move your data from Zuora to the destination of your choice!

Zuora supports connections to the following:

• Aurora MySQL

• AWS Athena

• AWS Aurora

• AWS RDS

• AWS Redshift

• AWS S3

• Azure Blob Storage

• Databricks

• GCP Postgres

• Generic MySQL

• Generic Postgres

• Google BigQuery

• Google Cloud Storage

• SQL Server

Chart of Accounts Management

Create a chart of accounts structure in Zuora.

Accounting Close Capabilities

Lock and close accounting periods to prevent changes and improve auditability.

GL Segments

GL segmentation allows customers to get summary journal entries from Zuora that are segmented by configurable "general ledger segments", where the segments can align to any structure that the finance team needs to segment journal entries by. So for example, instead of getting just a simple A/R journal entry, finance teams can get journal entries by product, by subsidiary, by region etc.

3

15

15

File-based GL integration

A file-based manual extract of Zuora data, pre-formatted for upload into general ledgers that have CSV based imports.

International Financial Operations

Currency Conversion, FX gain/loss reporting, international payment methods, reporting currency.

Included API Sandboxes

The Zuora sandbox is a nonproduction environment that provides full access to the Zuora API.

1

2

5

Included Other Non-Production Tenants

Non-production tenants, such as Performance Test Environments or Production Copy Environments.

0

0

0

Included Production Tenants

Real-time staging environment where Zuora services are executed for day-to-day business operations.

1

1

1

Performance Booster

Scale high-volume processes in Zuora, including bill runs and payments runs, and raise API concurrency limits.

Performance Booster Elite

Scale high-volume processes and operations in Zuora on a dedicated shard.

N/A

Multi-entity management

The ability to segment financial data and processes into a separate segment with a parent-child relationship to manage different geographies, currencies, product lines, etc.

0

0

Two-factor authentication

The ability to provide a 2nd verification beyond username and password when logging into Zuora.

Active Subscribers

The threshold of Active Subscribers in Zuora Central by platform edition.

Up to 25,00

Up to 500,000

Up to 2,000,000

This limit does not apply to customers who purchased the Nine edition prior to July 2019.

Additional Subscribers

Additional subscribers can be added.

Subscription Warehouse Secure Share

Access your Zuora data in real-time from directly within your organization's own Snowflake account.

Single sign-on

The ability for users to login to Zuora with credentials maintained in the customer's central SAML-supported repository.

360 Sync

Synchronization of Zuora and Salesforce data (products, accounts, subscriptions, invoices, payments, refunds etc.)

Yearly allowance of workflow tasks. Additional workflow tasks can be purchased.

5,000,000 workflow tasks included

25,000,000 workflow tasks included

100,000,000 workflow tasks included

Low Volume: Up to 1,000,000 Transactions per year.

Includes 2 Revenue Sandbox (Non Production Tenant).

High Volume: Up to 6,000,000 Transactions per year. Additional Transaction Records can be purchased.

Includes 2 Revenue Sandbox (Non Production Tenant).

Performance Booster Elite (Zuora Revenue)

Scale medium to high volume revenue recognition processes to meet the demands of peak periods and larger batch operations on a dedicated shard.

Performance Booster Elite+ (Zuora Revenue)

Scale high volume revenue recognition processes to meet the demands of peak periods and larger batch operations on a dedicated shard.

Consumption Revenue

Ability to support consumption revenue recognition methodology including usage overage recognition. Automation to support revenue recognition impacts for contract modifications related to consumption offerings. Ability to report on consumption history and usage tracking through available reports and through the revenue contract workbench.

Revenue Connectors

Connect Revenue to the available ERPs to manage seamless bi-directional data flows.

The following are available as add-ons:

• Revenue Connector for Dynamics 365 Finance
• Revenue Connector for NetSuite
• Revenue Connector for Oracle

Zuora CPQ

Zuora CPQ must be purchased to gain access to the features listed below.

Quotes

Configurable, native force.com quoting capabilities for assisted sales across the subscription lifecycle

Includes capabilities such as Zuora Developer Kit, Guided Selling, Rules Engine, Ramps, and more!

360 Sync

Synchronization of Zuora and Salesforce data (products, accounts, subscriptions, invoices, payments, refunds etc).

Zuora Collections

Zuora Collections must be purchased to gain access to the features listed below.

Unlimited users

Unlimited Customer Bots

Collector Performance Management

Dynamic Dashboards, Reporting & Statements

Multiple Accounting Systems

Activity & Dispute Tracker

Cashflow Insights & Forecasting

Unified AR Inbox

Smart Document Management

Collections - Slack Collaboration

Collections - Customer Portal & Collaboration

Collections - Multi-Currency & Account Hierarchy

Collections - ERP Integration

Collections - Salesforce Collaboration

Collections - Customizable Workflows

Collections - Custom Reports

Subscriber Portal - Account Management

Promo Codes

Zuora Connector for Hubspot CRM

An integration that allows your Hubspot CPQ/CRM frontend to sync data bi-directionally to and from your Zuora subscription billing backend.

Marketplace applications

Prebuilt Apps that extend Zuora to meet bespoke requirements unique to customers' industry, geography, and business processes. Specific apps purchased will vary by contract.

Automated GL connectors

Summary Level Connector to a supported General Ledger.

1 connector

Tax connector

Connector to a supported Tax service.

1 connector

Developer tools

Access to exclusive tools used by the Zuora GS team to perform mass migration and updates

Connector for NetSuite

The Connector for NetSuite combines Zuora's subscription billing capabilities with NetSuite's ERP/Financials solution with bi-directional integration across every core application module to seamlessly combine the two applications. Includes 2 connector licenses (one Production and one Sandbox).

2 connector licenses

2 connector licenses

2 connector licenses

Configurable Lockbox

Automate payment-to-invoice matching for checks received by lockbox banking providers.

Standard Support

See below for additional details. Includes 24x7 Community, 24x7 service availability monitoring, Live 24x5 global support, online ticket support, email support, and unlimited included incidents.

SLA and Priority Queue

See below for additional details. Includes all Growth Support features, as well as phone support, standard Salesforce development support, priority queue, application uptime SLA, and support response times SLA.

Advanced SFDC and Payment Gateway Support

See below for additional details. Includes all Growth Support and Enterprise Support features, as well as Advanced Salesforce Gateway support and Advanced Payment Gateway support.

Premium Support

Fast-track service during business hours with access to a Named Account Support Engineer to personally manage your support cases.

N/A

Premium Elite Support

The highest level of customer support and priority response for cases, priority-level SLAs with access to a Named Account Support Engineer to personally manage your support cases. In addition, an assigned offshore Technical Account Manager provides guidance on the maintenance of your implementation and advisory support on how to keep up with best practices as your business evolves.

N/A

Signature Elite Support

The highest level of customer support and priority response for cases, priority-level SLAs with access to a Named Account Support Engineer to personally manage your support cases. In addition, an assigned Senior Onshore Enterprise Solution Architects (ESA) provides architecture and technical deployment expertise to help accelerate business results, optimize for growth, and mitigate system risk.

N/A

Technical Account Manager (TAM)

The Offshore Technical Account Manager provides guidance on the maintenance of your implementation. Advisory support on how to keep up with best practices as your business evolves.

Enterprise Solution Architect (ESA)

Senior Onshore Enterprise Solution Architects (ESA) to provide architecture and technical deployment expertise to help accelerate business results, optimize for growth, and mitigate system risk.

Zuora University Training

Access to on-demand courses covering the basics of Zuora products is included with all editions.

Seats to Zuora University are available for purchase and include access to advanced training, live classes and workshops, certification exams, and a training sandbox.

On-demand basics courses

Virtual class, certification exam, subscription (includes all classes, exams, and a training sandbox)

On-demand basics courses

Virtual class, certification exam, subscription (includes all classes, exams, and a training sandbox)

On-demand basics courses

Virtual class, certification exam, subscription (includes all classes, exams, and a training sandbox)

Turnkey Managed Services - Billing

Single point of contact for Turnkey, as well as support oversight. Global NOC monitoring, troubleshooting, and support for billing runs and workflows. Specialized support delivered via run book per customer requirements. Perform mass updates and minor changes. Ensure billing revenue is complete. Process tuning and report on activity, trends, and recommendations.

Turnkey Managed Services - Payment

Single point of contact for Turnkey, as well as support oversight. Global NOC monitoring, troubleshooting, and support for payment runs and workflows. Specialized support delivered via run book per customer requirements. Perform mass updates and minor changes. Process tuning and report on activity, trends, and recommendations.

Turnkey Managed Services - Revenue

Single point of contact for Turnkey, as well as support oversight. Global NOC monitoring, troubleshooting, and support for revenue activity. Specialized support delivered via run book per customer requirements. Oversee and support data transfers, changes and mass updates. Validate period open/close. Process tuning and report on activity, trends, and recommendations.

Included Incidents

Unlimited

Unlimited

Unlimited

24x7 Community

24x7 Service Availability Monitoring

Live 24x5 Global Support

Online Ticket Support

Email Support

Phone Support

Standard Salesforce Development Support

Priority Queue

Application Uptime SLA.

Advanced Salesforce Development Support

If Zuora determines it is likely an issue Customer reports to Zuora was caused by Salesforce's platform, Zuora will help Customer and Salesforce resolve the issue.

Advanced Payment Gateway Support

If Zuora determines it is likely an issue Customer reports to Zuora was caused by Customer's chosen payment gateway(s), Zuora will help Customer and the payment gateway(s) resolve the issue.

Customization Support

If Zuora determines it is likely that an issue Customer reports to Zuora was caused by a customization to the Zuora Service, Zuora's support team will make commercially reasonable efforts to help Customer resolve the issue, free of additional charge.