Why Octiv & Zuora Quotes

With the Octiv and Zuora Quotes integration, you can automate subscriptions, recurring billing, payments, quoting, pricing and renewals. Zuora Quotes and Octiv help sales teams accelerate the configure-to-quote-to-contract process. The combined solution enables sales teams to manage all aspects of a subscription business, from quote to cash to sending digital documents. Price your subscription products, generate quotes and orders, and automate your billing and payments. The solution also provides collaboration tools, tracking, analytics, redlining capabilities and eSignature using Octiv.

Key Capabilities

  • Configure products, solutions and bundles.

  • Create sophisticated quotes for new subscriptions, upgrades, add-ons, renewals and more.

  • Create dynamic contract terms and conditions.

  • Build accurate quotes in any international currency.

  • Offer consistent pricing and discounting options.

  • Negotiate agreements in real time.

  • Streamline the review and approval process.

  • Capture legally binding electronic signatures on any mobile device.

  • Easily obtain renewals for existing customers.

  • Report on quotes, orders, invoices and payments.

About Zuora Quotes

Zuora Quotes is a native Salesforce application that lets you create Zuora accounts and manage subscriptions, amendments and renewals in Salesforce. With Zuora Quotes, your sales teams can easily build customer-ready quotes using your Zuora subscription catalog and send the resulting accounts and subscriptions immediately to Zuora for invoicing and subscription management.

For more information about Zuora Quotes, please visit their website.