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Chargebee CPQ for Salesforce

Overview

Chargebee CPQ brings advanced quoting capabilities to Salesforce, enabling sales teams to create quotes directly within Salesforce while leveraging Chargebee's product catalog and pricing engine.

Key Features

  • Ramps: Create quotes with ramped pricing structures over time.
  • Multi-Frequency, Multi-Product Selling: Combine multiple products with different billing frequencies in a single quote.
  • Access Control for Field Permissions: Set permissions to control visibility and editing rights for quote fields.

Unsupported Capabilities

The following capabilities are currently not supported in Chargebee CPQ for Salesforce:

  • Coupons
  • Time-Based Discounting
  • Chargebee Approvals
  • Tier Overrides

Note:

1. When multiple Chargebee sites are connected

When multiple Chargebee sites are connected to your Salesforce org, the quote operation will be executed against the Chargebee site that the Salesforce Account is mapped to.

2. Quote Creation may create a Customer within Chargebee

Chargebee CPQ requires all quotes to be tied to a Chargebee customer. If the linked Salesforce Account doesn't have a customer in Chargebee, one will be automatically created during quote creation.

3. Create Quote Quick Action

To use the new Chargebee CPQ quoting experience, make sure the Create Quote Quick Action is added to the page layout. Avoid using the standard New Quote button, as it triggers the legacy quoting flow.

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