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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.

  1. On the Quote Details page, click Send to Zuora.
  2. On the Order Preview page that opens, review the information, and then click Submit to send the quote to Zuora.
  3. When the confirmation page shows, Zuora Quotes has successfully sent your quote to the Zuora and created a subscription.