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Chargebee CPQ Selling Rules

Availability

The Selling Rules feature is currently in the early access phase. Request for access to join the Early Adopter Program to learn more about this feature.

Overview

The Selling Rules feature in Chargebee CPQ lets RevOps teams define no-code, conditional logic that governs how quotes are created and applied in Chargebee CPQ. These custom rules help standardise pricing behaviour, enforce packaging guidelines, product visibility, discounting, and reduce quoting errors. These rules are designed to optimise Sales-Led Growth (SLG) efficiency by tailoring the quoting experience based on your business-specific logic.

Rules can be triggered based on a wide range of attributes, including:

  • Customer profile and custom fields.
  • Quote details such as contract type, duration, payment terms, and currency.
  • Item-level attributes such as plan, add-on, charges, discount, and quantity.
  • Sales context, such as quote creator role, sales channel, and geography.

Who Benefits?

RevOps Leaders

  • Automate discount controls, margin thresholds, and product visibility rules.
  • Eliminate manual oversight, reduce configuration errors, and maintain pricing and discount consistency across teams and at scale.
  • Convert GTM playbooks into enforceable guardrails that ensure policy compliance.

Sales Agents and Leaders

  • Generate accurate quotes faster and move deals forward with confidence.
  • Receive guided quoting with built-in rules that remove guesswork and rework.
  • Automatically apply eligible discounts and configurations based on deal context.

How They Work

A Selling Rule consists of a Condition → Action logic flow. When the conditions are met during quote creation, the defined action is applied automatically. It helps enforce policies, prevent errors, and streamline consistent contract creation.

Examples

Apply Discount

  • Outcome: A 15% discount appears on eligible line items without manual intervention.
  • Use case: Automatically apply a 15% discount for New Sale quotes.

Show Error

  • Outcome: Reps receive an error message and cannot submit the quote.
  • Use case: Prevent sales reps from selling Product B unless Product A is included.

Configure Items

  • Outcome: The system adjusts the line item accordingly and prevents invalid configurations.
  • Use case: Enforce a maximum allowed discount or required minimum quantity for a product.

Supported Conditions

Quote-level fields

  • Quote Type, Contract Type, Contract Duration
  • Billing/Shipping Country, Billing/Shipping City
  • Payment Terms, Billing Frequency, Billing Currency
  • Quote Creator Email, Quote Creator Role
  • Quote Custom Fields

Customer fields

  • Customer Custom Fields, Language

Item-level fields

  • Net Amount, Quantity, Discount, Type, Frequency, Currency
  • Product Family Name, Item Name

Supported Actions

ActionDescriptionTrigger
Apply DiscountWhen the configured conditions match, selling rules automatically apply discounts to applicable items.Executes on any quote update.
Apply CouponWhen the configured conditions match, selling rules automatically apply coupons to applicable items/invoice.Executes on any quote update.
Limit DiscountWhen the configured conditions match, selling rules automatically limit discounts that can be applied to the items/invoice.Executes on any quote update.
Limit QuantityWhen the configured conditions match, selling rules automatically limit the quantity that can be added to the items.Executes on any quote update.
Block QuoteWhen the configured conditions match, selling rules automatically display an error message and prevent the agent from submitting the quote.Executes on any quote update.

Creating a Selling Rule

To create a new selling rule in your Chargebee Billing site, follow these steps:

  1. Navigate to Settings > Configure Chargebee > Chargebee CPQ > Selling Rules.
  1. On the Selling Rules page, click Create Rule.
  1. Under Conditions, select one or more conditions to evaluate. For example, you can select specific items for which selling rules should be applied to. You can add more conditions based on your business requirements.
  1. Under Actions, choose the action to apply when the conditions are met. For instance, you can set the action as Apply Discount and specify a 15% discount.
  1. Review and click Publish to save the rule. Once published, the rule becomes active and will be executed in real time as reps configure quotes.

Selling Rules on a Quote Form

Each time a sales rep creates or updates a quote, Chargebee CPQ evaluates the defined rules dynamically. If a condition is satisfied, the corresponding action is applied instantly. The following are some examples of the selling rules applied to a quote form:

Apply discount: A discount of 15% is applied for a new sale quote.

Apply Coupon: An invoice level coupon of 20% is auto-applied for a new sale quote.

Limit Discount: Checks for maximum discount for a particular product line.

Limit Quantity: Checks for minimum quantity allowed for a particular product line.

Block Quote action: An error message to convey that product B cannot be sold without product A.

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