Create a Quote for Subscription Amendment or Renewal
Chargebee CPQ allows you to manage existing subscriptions from within HubSpot by creating either Amendment or Renewal Quotes. Use Amendment Quotes to modify an active subscription, and Renewal Quotes to extend subscriptions nearing their end.
Prerequisites
- Link the company to the contact.
- Before creating the quote, ensure that both the company and the contact are linked to the HubSpot deal.
To create a Quote for an existing business in HubSpot, follow these steps:
Step 1: Create a Deal in HubSpot
- Log in to your HubSpot account.
- Navigate to Deals from the left navigation pane.
- Click Create Deals and select Existing Business as the Deal type.
- Link the contants and the companies to the deal to ensure the Chargebee customer sync functions properly.
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- Click Create. Learn more about creating a deal in HubSpot.
Step 2: Create an Amendment or Renewal Quote from Chargebee CPQ
- Navigate to Deals from the left navigation pane.
- Open the deal for which you want to create a quote. Scroll down to the right panel and click Create Quote.
- Choose the Quote type from the dropdown option - Amendment or Renewal. By default, Amendment is selected.
- Choose the subscription to be modified and click Proceed. You will be redirected to the Chargebee CPQ quote creation page.
- Complete the contract details, include relevant items, and modify pricing or discounts as needed.
- Click Create to finish the amendment or renewal quote creation step.
Step 3: Sync Quote Details with HubSpot
- Return to the HubSpot Deal to observe that the amendment or renewal quote details are automatically synced with the CRM card, line items, and properties of the HubSpot deal.
- Check the following fields for syncing Chargebee CPQ to deal properties for revenue forecasting and workflow automation.
Field Mapping
The tables below show how properties in the Chargebee CPQ quote object in HubSpot are mapped to fields in Chargebee and vice-versa:
Hubspot Deal to Chargebee Quote
| Hubspot Deal Field | Chargebee Quote Field | Type |
|---|---|---|
| Deal name | Quote name | Default |
| Deal type | Quote type | Default |
| Contact - Phone number | Customer - Email/ Phone number | Default |
| Company - Name | Customer - Name | Default |
Chargebee Quote to Hubspot Deal
| Chargebee Quote Field | Hubspot Deal Field | Type |
|---|---|---|
| Quote Status | Chargebee Quote Status | Default |
| quote id | Chargebee quote id | Default |
| quote net amount | Chargebee quote net amount | Default |
| billing frequency | Chargebee billing frequency | Default |
| currency | Chargebee currency | Default |
| Contract start date | Chargebee Contract start date | Default |
| Contract end date | Chargebee Contract end date | Default |
| Contract type | Chargebee Contract type | Default |
| Quote type | Chargebee Quote type | Default |
| Quote created at | Any deal field | Custom |
| Quote updated at | Any deal field | Custom |
| Quote expires at | Any deal field | Custom |
| Quote Accepted at | Any deal field | Custom |
| PO number | Any deal field | Custom |
| Payment terms | Any deal field | Custom |
| Contract discount amount | Any deal field | Custom |
| Contract duration | Any deal field | Custom |
| Any other custom fields | Any deal field | Custom |
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