Chargebee CPQ for HubSpot
Overview
Chargebee CPQ enhances your HubSpot experience by enabling sales teams to create accurate and compliant quotes directly within HubSpot deals. By integrating quoting and billing workflows, teams across your organization can work more efficiently with fewer errors.
Benefits Across Teams
Sales Teams
- Create quotes faster without leaving HubSpot.
- Use Chargebee’s product catalog for real-time pricing.
- Ensure consistency and accuracy in quotes.
Billing Teams
- Eliminate duplicate work with a unified product catalog.
- Streamline handoffs and reduce manual effort.
RevOps Teams
- Set up approval and pricing rules.
- Reduce errors and optimize revenue with standardized processes.
Key Features
- Flexible Pricing: It supports all Chargebee pricing models, including unit, flat, tiered, usage-based, and discount options.
- Ramps: Create quotes with ramped pricing structures over time.
- Multi-Frequency Billing, Multi-plans subscriptions: Combine multiple products with different billing frequencies in a single quote.
- Approvals: Set approval rules for deals with custom pricing, extended durations, or unusual payment terms.
Note
- Create a Chargebee Quote from the Deal Object
When Chargebee CPQ is enabled, you can generate a quote directly from the Chargebee Quotes CRM card in a HubSpot deal. - Link the Company with a Contact
Ensure the company and contact are linked before creating the deal—this is necessary for Chargebee customer sync. - Deal Type and Quote Type Mapping
- New Business: New Business and One-Time quote types
- Existing Business: Amendment and Renewal quote types
- Customer Creation in Chargebee
Selecting a contact during quote creation will automatically create the customer record in Chargebee.
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