Published 4 Mar 2024 · Last reviewed 11 Nov 2026
US digital analytics consultancy
Subscription quoting with Zuora on Salesforce
Client
US digital analytics consultancy
Industry
Technology and software
Salesforce products
Sales Cloud, Service Cloud
Integration
Zuora, DocuSign
Delivered by
Techila Global Services, Salesforce Summit Partner
Techila Global Services set up subscription quoting in Salesforce for a US digital analytics consultancy, using the Zuora app. The build covers volume upsells, contract ramps and cross-sells, quotes in several formats, purchase orders, e-signature through DocuSign, migration from the legacy billing system, a field-level security model and Email-to-Case for service.
The client is a US digital analytics consultancy that sells subscription services. Techila Global Services, a Salesforce Summit Partner, configured the Zuora app in Salesforce for subscription quotes and added DocuSign and Email-to-Case. Teams choosing a native Salesforce option today look at Revenue Cloud (Salesforce Revenue Cloud page, read 10 November 2026). Source: original Techila case study, published 4 March 2024 (archived copy reviewed 11 November 2026). The client name is withheld pending permission.
At a glance
- Scope
- Zuora quoting in Salesforce, data migration, DocuSign, sharing model, Email-to-Case
- Results
- Not published in the original case study
- Original case study
- Published 4 March 2024; refreshed 11 November 2026
- Provider
- Techila Global Services · Salesforce Summit Partner
The challenge
The consultancy needed a quoting system for subscriptions that could handle volume upsells, contractual ramps and cross-selling new products, and produce quote documents in different formats for customers and internal users. It also needed a security model to control what each user sees and a better way to serve customers.
Subscription quoting had to handle volume upsells, contractual ramps and cross-selling new products.
Quote documents were needed in several formats for customers and internal users.
A security model was needed to control visibility across all users.
The team struggled to serve customers efficiently.
The solution
Techila installed the Zuora app in Salesforce, customized Zuora objects and product fields for the consultancy's catalog, migrated data from the legacy billing system, configured quote output formats and purchase orders, set up DocuSign for e-signature, built the sharing and field visibility model, and configured Email-to-Case.
Installed the Zuora app in Salesforce and managed products in Zuora.
Customized Zuora objects and product fields for the consultancy's products.
Migrated data from the legacy billing system (Invoice IT) into Zuora objects.
Configured quotes in several formats for different users and customers, and generated purchase orders from quotes.
Set up and customized DocuSign so customers and users sign quotes digitally.
Built object sharing and field visibility so users see only relevant data, and configured Email-to-Case for service.
Salesforce products used
Related reading
- Revenue Cloud and quoting services: Techila's quote-to-cash practice.
Related services
How Techila delivers this for your team
FAQ
Frequently asked questions.
What buyers ask after reading this Techila case study.
Subscription quoting in Salesforce with the Zuora app, covering upsells, ramps and cross-sells, plus data migration from the legacy billing system, DocuSign e-signature, a sharing model and Email-to-Case.
The consultancy managed its products and subscriptions in Zuora, so quoting used the Zuora app inside Salesforce. Teams evaluating options today can compare it with Salesforce Revenue Cloud.
Techila names clients on its website only with their permission. This case study will name the client once that is confirmed.
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