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

Developer Resources

  • Developer Resources Overview
  • Articles and FAQ

Product Catalog

  • Product Catalog Overview
  • Coupons
  • Articles and FAQ

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
  • Subscription Entitlements
  • Customer Entitlements
  • 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
  • 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
  3. Chargebee CPQ
  5. Chargebee CPQ for Salesforce
  6. Generate Quote
  1. Billing
  3. Chargebee CPQ
  5. Chargebee CPQ for Salesforce
  6. Generate Quote

Generate a Quote

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

Generate quotes based on your use case:

  • Create a Quote for New Business: Generate quotes for new customers directly from a Salesforce Opportunity.
  • 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.

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