Send a Quote to Zuora
Once a quote has become a sale, it is sent from Salesforce to Zuora Billing, where it forms the basis of a new subscription, amendment, renewal, or cancellation. After a quote is successfully sent to Zuora, you can no longer edit the quote, but you can manage the subscription in Zuora like the other subscriptions created within Zuora.
- On the Quote Details page, click Send to Zuora.
- On the Order Preview page that opens, review the information, and then click Submit to send the quote to Zuora.
- When the confirmation page shows, Zuora Quotes has successfully sent your quote to the Zuora and created a subscription.