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Product Updates


  • Release Notes

Getting Started


  • Overview
  • Chargebee Billing Data Centers
  • Object Relationship Model
  • Understanding Sites
  • Chargebee Tech Glossary
  • Articles and FAQ

Implementing Chargebee


  • Implementation Guide
  • Go-live Checklist
  • Articles and FAQ

AI in Chargebee


  • Chargebee Agents
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  • Chargebee MCP Server (Model Context Protocol)

Developer Resources


  • Developer Resources Overview
  • Articles and FAQ

Product Catalog


  • Product Catalog Overview
  • Coupons
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Subscriptions


  • Working with Subscriptions
  • Billing
  • Orders
  • Articles and FAQ

Customers


  • Managing Customers
  • Account Hierarchy
  • Email Notifications
  • Branding
  • Configure Multiple Languages
  • Articles and FAQ

Entitlements


  • Entitlements Overview
  • Features Overview
  • Feature Management
  • Managing Product Entitlements
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  • Grandfathering Entitlements
  • Articles and FAQ

Usage Based Billing


  • Understanding Usages
  • Setting up Usage Based Billing
  • Usage Alerts
  • Metered Billing
  • Articles and FAQ

Chargebee CPQ


  • Chargebee CPQ
    • Chargebee CPQ Configuration
    • Generate Quote
      • Quote for New Business
      • Quote for Subscription Amendment
      • Quote for Subscription Renewal
      • Quote for One-time Charges
    • Submit Quote for Approval
    • Send Quote to Customer for Acceptance
    • Convert a Quote to Subscription
  • Chargebee CPQ for Salesforce
  • Chargebee CPQ for HubSpot

Invoices, Credit Notes, and Quotes


  • Invoices
  • Credit Notes
  • Quotes [Legacy]
  • Transactions
  • Articles and FAQ

Taxes


  • Overview
  • Configuring Taxes
  • Country-specific Taxes
  • Articles and FAQ

Hosted Capabilities


  • Overview
  • Hosted Checkout
  • Hosted Self-Serve Portal
  • Hosted Pages Features
  • Additional Hosted Pages
  • Payment Components
  • Pricing Table
  • Managing Payments with Chargebee.js
  • Mobile-Optimized Hosted Pages
  • Articles and FAQ

Site Configuration


  • Users & Roles
  • Custom Fields & Metadata
  • Approvals
  • Mandatory Fields
  • File Attachments & Comments
  • Advanced Filter Options
  • Multicurrency Pricing
  • Multi-decimal Support
  • Configuring Reason Codes
  • Events and Webhooks
  • API Keys
  • Time Zone
  • Time Machine
  • Transfer Configurations
  • Articles and FAQ

Multi Business Entity


  • Multi Business Entity Overview
  • Customer Transfer Overview
  • Articles and FAQ

Mobile Subscriptions


  • Overview
  • Omnichannel Subscriptions
  • Omnichannel One-Time Orders
  • Mobile Subscriptions (Legacy)

Reports and Analytics


  • RevenueStory
  • Home Dashboard
  • Frequently Asked Questions
  • FAQs for Classic Reports Sunset
  • Articles and FAQ

Integrations


  • Sales
  • Customer Support and Success
  • Finance
  • Tax
  • eInvoicing
  • Marketing
  • Stitch
  • Collaboration
  • Contract Management
  • Ecommerce Management
  • Articles and FAQ

Data Privacy & Security


  • Two Factor Authentication
  • SAML Single Sign-On
  • System for Cross-Domain Identity Management (SCIM)
  • EU-GDPR
  • Consent Management
  • Personal Data Management
  • Compliance Certificates
  • HIPAA Guidelines
  • PCI Recommendations and Integration Types
  • Articles and FAQ

Data Operations


  • Bulk Operations
  • Migration
  • Articles and FAQ
  1. Billing
  2. Chargebee CPQ
  3. Chargebee CPQ for HubSpot
  4. Generate Quote
  1. Billing
  2. Chargebee CPQ
  3. Chargebee CPQ for HubSpot
  4. Generate Quote

Generate a Quote

Important

  • For accounts created on or after October 31, 2025: Chargebee CPQ and Chargebee CPQ for HubSpot are enabled by default in your test site. To confirm navigate to Settings > Configure Chargebee as shown below. To enable this feature on your live site, contact Chargebee Sales.
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  • For accounts created before October 31, 2025: Contact Chargebee Support to enable CPQ or CPQ for HubSpot in your test site. To enable this feature on your live site, contact Chargebee Sales

Chargebee CPQ in HubSpot allows you to create and manage subscription quotes directly from the HubSpot Deal. Whether you're setting up a new subscription for a customer or modifying an existing one, Chargebee CPQ provides tailored workflows to support both scenarios, new business, and subscription lifecycle events like amendments or renewals.

Depending on the use case, you can generate different types of quotes:

  • Create a Quote for New Business: Generate quotes for new customers directly from a HubSpot Deal.
  • Create a Quote for Subscription Amendment or Renewal: Manage existing subscriptions by creating Amendment Quotes for changes to active subscriptions or Renewal Quotes to extend expiring ones.

Read Next:

  • Submitting a Quote for Approval
  • Approving a Quote
  • Sending a Quote for Customer Acceptance
  • Converting a Quote into a Subscription

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