Chargebee CPQ Selling Rules

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

• Convert GTM playbooks into enforceable guardrails that ensure policy compliance.
• 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.

Sales Agents and Leaders

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

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

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

Show Error

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

Configure Items

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

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

• Family Name, Plan Name, Add-on Name, Charge Name, Price variant
• Item Type, Item Frequency
• Item Discount %, Item Discount Amount
• Item Net Amount, Item Quantity

Supported Actions

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.

2. On the Selling Rules page, click Create Rule.

3. Under Conditions, select one or more conditions to evaluate. For example, you can select Quote Type as New Sale. You can add more conditions based on your business requirements.
4. 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.

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

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

Configure items action: Maximum discount for a particular product line.