Zuora CPQ
Zuora CPQ helps sales teams quote subscriptions, products, and services across a subscriber relationship. It supports quotes for new business, upsells, cross-sells, and renewals, including multi-year ramp deals and customer-specific pricing and discounts. The product provides metrics for assessing the financial impact of subscription changes and can automate follow-on changes such as change orders, provisioning, invoicing, and revenue reallocation. Zuora CPQ for Salesforce is a managed package for managing quotes, accounts, and subscriptions. Zuora says it requires Salesforce Sales Cloud Enterprise or Unlimited Edition and is not natively supported in Service Cloud. Developer resources include a Component Library and Order Builder SDK; low-code SDKs and APIs connect with existing applications. Zuora names Microsoft and Snowflake among enhanced integrations. It lists several security and compliance programs, including SOC 1 Type 2, SOC 2 Type 2, PCI DSS Level 1, and ISO standards. Pricing depends on product scope, transaction volume, business model, regions, and implementation needs, and buyers are directed to contact Zuora. Access to the listed features requires purchase.
Who it is for
Zuora CPQ is intended for companies monetizing XaaS through subscriptions, products, and services. It is relevant to sales teams managing lifecycle quotes and downstream subscription changes, provided they meet the stated Salesforce edition requirement.
What is good
- Supports new, expansion, and renewal quotes.
- Allows multi-year ramp deals and tailored discounts.
- Automates provisioning, invoicing, and other downstream changes.
- Includes metrics on subscription change impacts.
- Offers developer resources for customization and integration.
What to know first
- Pricing is available on request.
- Requires Salesforce Sales Cloud Enterprise or Unlimited Edition.
- Not natively supported in Service Cloud.
- Support covers only the latest three major package releases.
Verdict
Zuora CPQ connects lifecycle quoting with downstream subscription changes for companies selling XaaS. Buyers should account for its Salesforce Sales Cloud requirement and request pricing based on their scope and implementation needs.
Zuora CPQ plans and pricing
All plansCompared on proposal software
- Automated reminders
- Yes
- Promise-to-pay tracking
- Yes
- Dispute management
- Yes
- Workflow automation
- advanced
- Accounting integrations
- Yes
