Send Quote to Customer

If no approvals are pending or requested, you can send a quote to your customer for acceptance using any of the following methods:

Method 1: Send via Chargebee Email

Navigate to the Quote > Quote Index Page. Select a quote to display Quote Details Page, click Send Email, customize the content, and send the email to the customer to request their acceptance.

Method 2: Send via PandaDoc E-sign

Prerequisite: Set up PandaDoc integration

Navigate to the Quote > Quote Index Page. Select a quote to display Quote Details Page, click Send via PandaDoc to send the quote using PandaDoc e-signature to collect the customer's acceptance electronically.

Method 3: Download and Send via CRM or Email

Navigate to the Quote > Quote Index Page. Select a quote to display Quote Details Page, click View as PDF to download the quote.

You can send it as an attachment through your CRM or any external email platform.

Next Step

Once the quote is created follow these steps:

1. Convert Quote to Subscription