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 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 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.