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Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies
Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies

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Zuora Quotes package installation

Add Users to Package License

Learn how to add users to a package license in Salesforce Orgs.

  • Ensure that you Create a Free Developer Account in Salesforce for evaluation purposes. To begin exploring Zuora Quotes, you need a Salesforce developer account for evaluation purposes.

  • Ensure you have installed Zuora Quotes package.

The steps provided in this article only applies to Salesforce Orgs that do not have Quotes already installed.

Salesforce Orgs that have an existing Quotes installation continues to be Site-licensed.

Starting from the 9.0 release, Zuora Quotes installs to new Orgs as user-based licensing and users should be added to the package as licensed users to get access. See Managing Licenses for Installed Packages.

  1. Navigate to Setup > Installed Packages.
  2. On the Installed Packages page, navigate to the Manage Licenses link next to the Zuora Quotes package.
  3. On the Package Details page, click the Add Users button.
  4. On the Add Users page:
    1. In the Available Users list, select the users that you are to add to the package license by selecting the checkboxes before the usernames. The selected users displays in the Selected Users list.
    2. Click Add to add the selected users to the package license.

      Alternatively, you can click the Add All Users button to grant licenses to everyone listed in the Available Users list.

Last updated: October 10, 2025