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Zuora Features
What are the features of Zuora?
Billing
- Automation
- Consolidation
- Adjustments
- Blacklisting
Dunning
- Collections
- Dispute Management
- Escalation
Performance
- Packages
- Discounts
- Plan Changes
Bill Generation
- Templates
- Digital Billing
- Recurring Billing
Bill Processing
- Management
Integration
- Accounting
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Zuora Categories on G2
Filter for Features
Configuration
Product Catalog | As reported in 11 Zuora reviews. Allows users to search, filter, sort and select items to be added to quote | 82% (Based on 11 reviews) | |
Guided Selling | Based on 12 Zuora reviews. Based on answering questions about customers the configurator automatically selects the best fit products | 81% (Based on 12 reviews) | |
Configuration Rules | Based on 12 Zuora reviews. Rules ensure that users select only compatible options and that all required items are included | 78% (Based on 12 reviews) | |
Configured Pricing | Based on 12 Zuora reviews. Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price | 82% (Based on 12 reviews) | |
Visual Configuration | Based on 12 Zuora reviews. Images can be displayed of options to enable users to visualize product options as it is being configured | 79% (Based on 12 reviews) | |
Ease of Use | Based on 12 Zuora reviews. Configurator guides users through process visually; no significant training required | 86% (Based on 12 reviews) |
Pricing
Pricing Flexibility | Ability to support multiple pricing models for one-time, recurring, and other items 11 reviewers of Zuora have provided feedback on this feature. | 86% (Based on 11 reviews) | |
Discounting | Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements 12 reviewers of Zuora have provided feedback on this feature. | 86% (Based on 12 reviews) | |
Commerical Rules | Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations This feature was mentioned in 10 Zuora reviews. | 88% (Based on 10 reviews) | |
Terms and Conditions | As reported in 11 Zuora reviews. Ensure that users automatically include the right terms based on items being quoted | 88% (Based on 11 reviews) | |
Approval Workflow | See feature definition | Based on 11 Zuora reviews. Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly | 80% (Based on 11 reviews) |
Renewals | Allows users to renew existing contracts based on contracted pricing and existing assets already owned 10 reviewers of Zuora have provided feedback on this feature. | 95% (Based on 10 reviews) | |
Standard Price | Assign standard monthly and yearly prices to products, plans, and packages | Not enough data | |
Discounts | Define standard and custom discounts that can be applied to one or more products and plans | Not enough data | |
Optimization | Analyze pricing data to identify opportunities to improve prices. | Not enough data |
Quoting
Grouping | As reported in 10 Zuora reviews. Ability to easily group items on quotes; apply and manage discounts and pricing by group | 87% (Based on 10 reviews) | |
Version Control | As reported in 10 Zuora reviews. Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version | 85% (Based on 10 reviews) | |
Quote Document Generation | Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word) 11 reviewers of Zuora have provided feedback on this feature. | 88% (Based on 11 reviews) | |
Document Customization | Users can customize quote with supporting documents, comments, cover letters for each customer. This feature was mentioned in 11 Zuora reviews. | 88% (Based on 11 reviews) | |
Ordering | Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration 11 reviewers of Zuora have provided feedback on this feature. | 89% (Based on 11 reviews) | |
Contracts | Based on 10 Zuora reviews. Ability to convert accepted quotes into contracts; set up of required assets and contracts | 92% (Based on 10 reviews) |
Admin
Configuration Ease of Admin | Easily build and maintain configurator; flexibility to easily embed all desired business logic | Not enough data | |
Pricing Administration | Can easily build and maintain pricing logic required by business | Not enough data | |
Workflow Management | Easily build and maintain workflows, misc commercial fields, commercial rules | Not enough data | |
Document Admin | Ability to easily build and maintain quotes, contracts, and other document outputs | Not enough data |
Channels
Mobile User Support | Supports users working on a mobile devide (phone and/or tablet) | Not enough data | |
Offline Support | Provides ability to enable sales rep to use Configure, Price and Quote while disconnected from the internet | Not enough data | |
Channel Partner Support | Provides functionality for channel partners to configure, price, quote and buy products in a self service environment | Not enough data | |
eCommerce | End customer users can configure, price, and buy products in a self service environment online | Not enough data |
Platform
CRM Integration | CRM integration is flexible and easy to maintain | Not enough data | |
Integration API | System provides API's that can be used to easily integrate to financial and other 3rd party systems | Not enough data | |
Internationalization | System support multiple currencies and languages to enable business in multiple countries | Not enough data | |
Performance and Reliability | System is consistently available (uptime) and system's speed doesn't impact productivity | Not enough data | |
Scalability | Provides ability for very large quotes, number of products, users, rules, required by enterprize level customers | Not enough data | |
Reporting and Dashboards | Easily generate desired reports and dashboard on configurations, pricing, and quoting | Not enough data |
Billing
Automation | Ability to create and send invoices automatically at predefined or custom frequencies. This feature was mentioned in 35 Zuora reviews. | 79% (Based on 35 reviews) | |
Consolidation | Consolidate invoices so customers can make one payment for multiple bills. 31 reviewers of Zuora have provided feedback on this feature. | 74% (Based on 31 reviews) | |
Adjustments | Adjust invoices to handle exceptions and correct errors. 34 reviewers of Zuora have provided feedback on this feature. | 69% (Based on 34 reviews) | |
Blacklisting | As reported in 16 Zuora reviews. Allows users to temporarily or permanently block potential fraudsters. | 74% (Based on 16 reviews) |
Dunning
Collections | Assists users in collecting payments for unpaid invoices. 23 reviewers of Zuora have provided feedback on this feature. | 78% (Based on 23 reviews) | |
Dispute Management | Based on 13 Zuora reviews. Manages disputes regarding billing and payments. | 82% (Based on 13 reviews) | |
Escalation | Define escalation processes to suspend service for unpaid invoices. This feature was mentioned in 14 Zuora reviews. | 83% (Based on 14 reviews) |
Performance
Packages | As reported in 23 Zuora reviews. Track the financial performance of various types of packages. | 80% (Based on 23 reviews) | |
Discounts | Identify the impact of special pricing and discounts on revenue. 27 reviewers of Zuora have provided feedback on this feature. | 74% (Based on 27 reviews) | |
Plan Changes | Monitor plan changes such as upgrades and downgrades, or cancellations. 28 reviewers of Zuora have provided feedback on this feature. | 73% (Based on 28 reviews) |
Reporting
Dimensions | Reports revenue based on various dimensions, such as subscription segments, geographies, or discounts This feature was mentioned in 11 Zuora reviews. | 82% (Based on 11 reviews) | |
Deferred Revenue | Based on 11 Zuora reviews. Tracks revenue for goods or services that have yet to be collected | 82% (Based on 11 reviews) | |
Revenue Recognition | As reported in 12 Zuora reviews. Accurately determines and reports the accounting period when revenues are recognized | 82% (Based on 12 reviews) |
Bill Generation
Templates | As reported in 15 Zuora reviews. Provide standard invoice templates that can be customized by users | 82% (Based on 15 reviews) | |
Digital Billing | As reported in 15 Zuora reviews. Ability to convert invoices to digital formats such as PDF | 89% (Based on 15 reviews) | |
Recurring Billing | Based on 15 Zuora reviews. Automatically generates invoices at pre-defined time intervals | 91% (Based on 15 reviews) |
Bill Processing
Consolidation | Allow users to consolidate multiple invoices into one This feature was mentioned in 13 Zuora reviews. | 85% (Based on 13 reviews) | |
Batch Invoicing | As reported in 12 Zuora reviews. Ability to create multiple types of invoices | 85% (Based on 12 reviews) | |
Management | As reported in 14 Zuora reviews. Manage invoicing for different types of products or services | 87% (Based on 14 reviews) |
Integration
Accounting | Provide integration with accounting and financial management software This feature was mentioned in 13 Zuora reviews. | 85% (Based on 13 reviews) | |
Payments | Integrates with other payments software 12 reviewers of Zuora have provided feedback on this feature. | 83% (Based on 12 reviews) | |
ERP | Deliver integrations with accounting modules of ERP systems 11 reviewers of Zuora have provided feedback on this feature. | 91% (Based on 11 reviews) | |
Payments | Integrate with payment processing software and payment gateways. | Not enough data | |
Accounting | Integrate with financial management systems such as accounting and ERP. | Not enough data | |
CRM & Sales | Integrate with software that manages customers, sales, and marekting. | Not enough data |
Order Management
Opportunities | Manage open opportunities for new or existing customers. | Not enough data | |
Order History | Track all open and closed orders by customer, or by product and plan. | Not enough data | |
Upsell & Cross-sell | Identify opportunities to upsell and cross sell based on product usage. | Not enough data | |
Renewals | Plans can be renewed automatically or manually, when changes are required. | Not enough data |
Products & Plans
Packages | Track the financial performance of various types of packages. | Not enough data | |
Multi-part Deals | Create deals that combine multiple products and plans, with differrent pricing | Not enough data | |
Plan Changes | Monitor plan changes such as upgrades and downgrades, or cancellations. | Not enough data | |
Bundles | Ability to group standard plans and products to create bundles | Not enough data |
Revenue Management
Automation | Ability to create and send invoices automatically at predefined or custom frequencies. | Not enough data | |
Consolidation | Consolidate invoices so customers can make one payment for multiple bills. | Not enough data | |
Adjustments | Adjust invoices to handle exceptions and correct errors. | Not enough data | |
Billing Types | Provide the option to combine recurring, one-time, and usage based billing | Not enough data |
Data Management
Updating | Updates subscription data automatically at predefined time periods that can be customized by users | Not enough data | |
Data cleansing | Processes and cleans subscription data from multiple sources, automatically or on demand | Not enough data | |
Integration | Provides integration with subscription billing, subscription management, and other solutions to capture subscription data | Not enough data |
Analysis
KPIs | Includes standard KPIs such as monthly recurring revenue (MRR) or customer lifetime value (CLTV) | Not enough data | |
Dashboards | Dlivers standard dashboards for subscription analysis that can be customized by users | Not enough data | |
Segmentation | Allows users to analyze subscription data by product, time period, type of contract, etc. | Not enough data | |
Revenue Optimization | Provides insights that can be used to improve sales and revenue | Not enough data |
Usage Metering - Usage-based billing Software
Metering engine | Track customer's usage data based on the services they have subscribe to | Not enough data | |
Data extraction/ingestion | Connect to data sources to pull/push usage based data via data-source-specific connectors or APIs | Not enough data | |
Analytics/reporting | Create and send usgae based reports such as product usage, free units, etc to clients | Not enough data |
Bill Generation - Usage-based billing Software
Templates | Provide standard document templates for Invoice, payment, refund and contracts | Not enough data | |
Digital Billing | Ability to convert invoices to digital formats such as PDF | Not enough data | |
Usage Billing | Automatically generates invoices based on the service usage | Not enough data |
Bill Processing - Usage-based billing Software
Consolidation | Allow users to consolidate multiple invoices into one | Not enough data | |
Batch Invoicing | Ability to create multiple types of invoices | Not enough data | |
Management | Manage invoicing for different types of products or services | Not enough data |
Integration - Usage-based billing Software
Accounting | Provide integration with accounting and financial management software | Not enough data | |
Payments | Integrate with payments software to facilitate payments | Not enough data | |
ERP | Deliver integrations with accounting modules of ERP systems | Not enough data |
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