If you currently use Zuora, you can add the Sertifi app to your Salesforce org to quickly and easily create and send quotes for signature and payment.
To install and setup Sertifi for Zuora:
- Download and install the Sertifi app.
- Configure your backend portal.
- Create a Lookup Relationship to the Z Quote.
- Create a custom button, and then add the button to your page layout.
- Enable real time updates.
- Setup Zuora and Sertifi to collect and complete payments
Installation typically takes at least 60 minutes to complete. If you prefer, Sertifi can complete a majority of the installation on your behalf, which can drastically reduce installation time from 60 minutes to 10. For more information, see Sertifi for Zuora Quick Install.
After you finish your installation and setup, you can send documents with Sertifi for Zuora. For more information, see Sending documents with Zuora.
If you experience any issues during your setup or run into any errors, submit a support ticket to Sertifi so we can help.