Chargebee CPQ

Quote within guardrails. Close without rework.

Sales reps quote with guardrails. Finance closes without reconciliation work. Because the rules engine and the billing engine are the same system.

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New quote · Meridian LabsMid-Market · EMEA
Inference Platform, EnterpriseAnnual plan · 3-year ramp$240,000/yr
Prepaid usage creditsAPI calls · 50M block$120,000/yr
+ Add line item
Premium support Auto-addedRequired with Enterprise plan$18,000/yr
Rep adds the Enterprise planChecking bundle and dependency rulesEvaluating
Bundle rule firedPremium support is required with the Enterprise plan. Added before save.Dependency enforced
Quote total$360,000/yr2 line items · rep builds the quote
Quote total$378,000/yr3 line items · no discount applied
Rule type · Bundling & compatibility
New quote · Meridian LabsMid-Market · EMEA
Inference Platform, EnterpriseAnnual plan · 3-year ramp$240,000/yr
Prepaid usage creditsAPI calls · 50M block$120,000/yr
Prepaid usage creditsAPI calls · 50M → 80M block$192,000/yr
Premium supportRequired with Enterprise plan$18,000/yr
Rep raises credits to 80MChecking override limits for Mid-MarketEvaluating
Usage override allowedRep raised credits to an 80M block. Within the cap set for Mid-Market.Within limit
Quote total$378,000/yrRep raises the credit block for the deal
Quote total$450,000/yrOverride applied by the rep · no approval needed
Rule type · Usage limits & overrides
New quote · Meridian LabsMid-Market · EMEA
Inference Platform, EnterpriseAnnual plan · 3-year ramp$240,000/yr
Prepaid usage creditsAPI calls · 80M block$192,000/yr
Premium supportRequired with Enterprise plan$18,000/yr
Rep applies a discount: 22%Checking against discount rules for this segmentEvaluating
Discount: 22%Exceeds 15% cap for Mid-Market · EMEARouted to VP approval
Quote total$450,000/yrBefore discount
Quote total$351,000/yr$450,000 less 22%, pending approval
Rule type · Discount & pricing
New quote · Meridian LabsMid-Market · EMEA
Inference Platform, EnterpriseAnnual plan · 3-year ramp$240,000/yr
Prepaid usage creditsAPI calls · 80M block$192,000/yr
Premium supportRequired with Enterprise plan$18,000/yr
Discount: 22% · with the VPWaiting on regional VP reviewPending
Approved · 22% authorizedSigned off by the regional VP. The quote converts on close.Subscription live in Billing
Quote total$351,000/yrPending approval
Contract value$351,000/yrQuote terms are the billing configuration
Quote → subscription · no re-entry, no reconciliation
The problem

AI products are complex to sell. Quoting them consistently is harder still.

AI catalogs don't stay simple

It used to take years of growth before a product catalog became hard to manage. AI products skip that runway. Usage tiers, add-ons, and multiple pricing models arrive even before your first enterprise rep does.

Scattered logic

Pricing logic lives in your catalog, spreadsheets, CRM, and reps' heads. For AI companies shipping new models and pricing tiers constantly, that gap compounds fast.

Acquired teams, new rules

Acquired teams bring their own pricing logic, legacy SKUs, and discount policies. Without a shared enforcement layer, the same rules get applied differently by every team and business unit.

What are Selling Rules?

Selling Rules are the logic layer between your pricing strategy and your quotes

Selling Rules are configurable constraints that govern what can and can't be quoted, enforced automatically at the point of deal creation.

Discount & Pricing Rules

Control exactly how discounts and prices are applied on every quote. Set different discount limits by customer tier, rep role, or product family. Protect margin with floor pricing and non-discountable items. Apply automatic discounts for volume, contract duration, bundles, or promotions.

Bundling & Compatibility Rules

Define which products belong together and which can never appear on the same quote. Required add-ons are auto-added, incompatible combinations are blocked, and dependencies are enforced before the quote is even saved.

Quantity & Minimum Rules

Set minimum quantities by customer segment, whether enterprise, mid-market, or SMB, so deals never go out below your pricing floor. Enforce quantity dependencies between add-ons, auto-apply volume tier pricing, and lock quantities on items where exact counts matter.

Catalog Visibility

Show or hide plans and add-ons based on who is selling, who they are selling to, and how. Surface only HIPAA-compliant items for healthcare customers, hide enterprise plans for SMB deals, or show different catalogs to inbound and outbound teams.

Usage Limits & Overrides

Usage entitlements are part of the deal, so they need the same guardrails as pricing. Reps can view and override API limits, prepaid credits, and seat caps directly from the quote form, but only within the boundaries you have defined. Anything beyond that routes for approval automatically.

Form & Field Rules

Control what appears on the quote form based on deal context. Show integration fields only when custom integration is selected. Surface security and legal fields for enterprise deals. Set default payment terms by customer risk or deal size. Auto-add GDPR or SLA clauses for specific regions.

Rule configuration with NLP

Describe the rule. We build it.

Most CPQ rule builders require SQL-like logic that only an admin can write. Chargebee's Selling Rules work differently. Describe what you need in plain language. CPQ interprets it, structures it, and shows it to you for review before it goes live.

Rules can be as granular as you need: multiple conditions, customer segments, geographies, without involving a developer or a CPQ admin. Test in sandbox, confirm, deploy.

You describe it
"Cap discounts at 15% for mid-market deals in EMEA. Anything above that routes to the regional VP for approval."
PK Priya K. · RevOps · typed in 12 seconds
"One more: for deals under $250,000, skip the VP. Just block anything over the cap."
PK Priya K. · added two days later
CPQ structures itLive
// Rule: EMEA mid-market discount cap
WHEN segment = "Mid-Market"
AND region = "EMEA"
ENFORCE max_discount = 15%
ON EXCEPTION route_approval → Regional VP, EMEA
// Appended: small-deal hard block
AND WHEN deal_value < $250,000
ENFORCE hard_block → no exceptions
✓ Structured✓ Sandbox validated✓ v2 appended · engine updated
✓No SQL, no formulas, no engineering tickets
✓Preview the structured rule before it enforces
✓Validate in sandbox before going live
By role

Solve a different problem for every team.

The same feature solves a different problem depending on who you ask.

See it in action.

Get a demo →
How it works

Go from rule configuration to closed deal

Selling Rules operate entirely within Chargebee CPQ's quote workflow.

STEP 1

Configure rules your way

Describe a rule in plain language via the Copilot, or configure directly in the UI. No developer required.

STEP 2

Rules enforce at quote creation

The rules engine validates every selection in real time.

STEP 3

Exceptions route for approval

Exceptions route automatically to the right approver.

STEP 4

Approved quote becomes subscription

The quote converts into a live Chargebee Billing subscription.

Customer proof

See how teams close faster with fewer errors.

Complex Deals, Zero Quoting Friction

"It drastically cuts time to quote complex deals. We spend less time on admin and more time closing deals."
Chris McAleenanCEO, Pipetech

Salesforce and Chargebee, Always in Sync

"The seamless data sync between Salesforce and Chargebee ensures our data is always in parity. Whether running reports in Salesforce or Chargebee, the data is perfectly aligned."
Ellen ToweryVP of Finance & Operations, RightNow Media

Two-Way Sync Between HubSpot and Chargebee

"The integration between Chargebee and HubSpot is allowing us to spend less time worrying about moving data between systems and more time focused on serving our partners."
Daniel BoyceCPO, Let's Talk Interactive
Chargebee CPQ

Selling Rules are one part of the full quote-to-revenue flow

Every feature in Chargebee CPQ is built on the same billing engine. Quotes become subscriptions automatically at close.

Configure & Price

One catalog to rule them all

Configure products, pricing models, and discounts in one catalog. Apply discounts at line item or invoice level, as a percentage or flat amount.

Quoting

Build hybrid quotes, without code

Multi-product bundles, usage add-ons, one-time fees, and more in one quote. Custom fields and form layouts, no engineering needed.

Approvals

Built-in approval hierarchy

Multi-level approval workflows built into the quoting flow. Live deal status inside the CRM. Proposals go out in one click once a deal clears.

Custom Usages

Multiple levers for negotiation

Set custom entitlements on API limits, credits, seat counts, or any usage metric. Overrides route through approval workflows.

E-Signature

Sign. Bill. Done.

Send, track, and receive signatures from inside the quoting flow. Billing starts automatically the moment a customer signs.

CRM Integration

Quote from Salesforce or HubSpot

Quote directly from Salesforce and HubSpot. Subscriptions are created automatically on close. Real-time quote status visible in the CRM.

Questions

FAQ

How complex can a selling rule get?
Rules can be as granular as you need. A single rule can have multiple trigger conditions: customer segment, geography, product type, deal value, combined. There is no limit on complexity. The difference is that you describe it in plain language and CPQ structures it, so complexity stays with the system, not with you. See how to configure Chargebee CPQ.
Do selling rules apply only to quotes?
Selling rules are enforced at the quoting stage. But they are built as an independent framework. It can be applied to any point of sale, including checkout, pricing pages, and the customer portal. That is the direction we are building toward.
Do I need a developer or CPQ admin to configure rules?
No. Rules are configured through the Chargebee CPQ interface by RevOps or Finance. The Copilot lets you describe what you want in plain language. No SQL, no formulas, no engineering tickets. See the CPQ configuration docs.
What happens when a rep tries to bypass a rule?
It depends on how you configure it. Some rules are hard blocks: the quote simply will not save. Others trigger an approval workflow, so the rep can still push through with the right sign-off. You decide which rules are absolute and which allow exceptions. See how approval workflows are configured.
How do selling rules connect to Chargebee Billing?
Chargebee CPQ is built on the same billing engine. The rules that govern quoting operate on live billing data: current pricing, plan availability, contract terms. There is no sync layer or separate catalog to maintain. Read the Chargebee CPQ overview.
Can rules be tested before going live?
Yes. Rules can be validated in a test sandbox environment before deployment. You can simulate deal scenarios, check what the rule catches, and confirm the logic before it applies to live quotes. See how Chargebee sandbox environments work.

A selling rule that lives outside your CPQ is just a suggestion.

Your pricing rules deserve better than a spreadsheet and a prayer. Selling Rules enforce them where it counts.

Get a demo →Read the docs →