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Zuora Quotes

This reference provides a detailed list of custom objects in the Zuora Quotes, including their API names and descriptions.

Object Name

API Name

Description

Communication Profile

zqu__CommunicationProfile__c

A set of policies that determine how to communicate with the contacts associated with a particular account.

Hosted Page Setting

zqu__Hosted_Page_Setting__c

Stores the Zuora hosted page configuration settings.

Invoice Template

zqu__InvoiceTemplate__c

Invoice template for generating invoice documents.

Payment Pages Setting

zqu__HostedPageLiteSetting__c

Stores the Zuora Payment Pages configuration settings.

Quote

zqu__Quote__c

Represents a quote. The types of quote, represented in Subscription_Type__c field, include:

  • New Subscription

  • Amendment

  • Renewal

  • Cancellation

When sent to Zuora:

  • A New Subscription quote will be created as a subscription in Zuora.

  • An Amendment Quote amendments will be created as one or more amendments of the following types in Zuora: Owner Transfer, New Product, Update Product, Delete Product, Terms and Conditions.

  • A Renewal Quote amendment will be created as one or more amendments in Zuora.

Quote Charge

zqu__QuoteCharge__c

Represents a quote charge for a New Subscription quote. It has a detail-master (many-to-one) relationship with the Quote object.

As of version 6.50 (Q2 2015), this object is deprecated. The Quote Rate Plan Charge object is used for New Subscription quotes.

Quote Charge Tier

zqu__QuoteCharge_Tier__c

Quote Amendment

zqu__QuoteAmendment__c

Represents a quote amendment. It has a detail-master (many-to-one) relationship with the Quote object.

Each Quote Amendment object contains one or more Quote Rate Plan objects.

An Amendment quote or Renewal quote can have one or more amendments of any amendment type. When an Amendment or Renewal quote is sent to Zuora, each quote amendment is created as an amendment in Zuora.

Quote Rate Plan

zqu__QuoteRatePlan__c

Represents a rate plan in a New Subscription, Amendment, or Renewal quote. It has a detail-master (many-to-one) relationship with the Quote Amendment object.

Once a product rate plan and its product rate plan charges are added to a quote, a quote rate plan and one or more quote rate plan charges are created and are associated with the quote.

When the quote is sent to Zuora, the quote rate plans and quote rate plan charges are converted to subscription rate plans and subscription charges in Zuora.

Quote Rate Plan Charge

zqu__QuoteRatePlanCharge__c

Represents a rate plan charge in Amendment or Renewal quote. It has a detail-master (many-to-one) relationship with the Quote Rate Plan object.

Starting in version 6.50, this object is used for New Subscription quotes, as well.

Quote Charge Summary

zqu__QuoteChargeSummary__c

Used for Quote PDF generation and reporting.

The summary data in this object can be used for centralized reporting for the New subscription, Amendment, and Renewal quotes at the Quote Charge-level.

For Amendments and Renewal quotes, only the changes from the original Subscription are stored in the Quote Charge Summary object.

Charge Segment

zqu__ChargeSegment__c

Stores the charge segment-level metrics like MRR, TCB, and deltas as returned by the preview response.

Quote Charge Detail

zqu__QuoteChargeDetail__c

Stores the charge-level billing metrics and other information.

Quote Charge Interval Detail

zqu__QuoteChargeIntervalDetail__c

Stores metrics segmented per charge per interval.

Quote Product Feature

zqu__QuoteProductFeature__c

Represents a feature in a quote. This links ZFeature and Quote Rate Plan.

Quote Template

zqu__Quote_Template__c

Quote template for generating quote documents in PDF or WORD.

Unit Of Measure

zqu__ZUnitOfMeasure__c

A unit that you measure when determining charges.