Approve a Chargebee Quote Using Salesforce

On this doc you will find steps for approvers to review and take action on Chargebee quotes submitted through Salesforce.

Approve a Quote Using Salesforce

1. Receive Approval Notification: When a quote is submitted for approval, you will receive a notification via one or more of the following channels:

   • Email Notification
     
   • Salesforce Notification (Desktop)
     
   • Salesforce Mobile App

2. Open the Quote Record: You can take action on the quote using either of the following:

   • From the notification link, open the quote record directly.
   • Navigate to the Approval History related list on the quote.
   • Go to the Approvals Request page in Salesforce.

3. Approve or Reject the Quote: On the approval screen, choose one of the following:

   • Approve: Advances the quote to the next approval step
   • Reject: Sends the quote back to the submitter. Rejection comments will be visible to the submitter.
     

4. Quote Becomes Actionable: Once all required approval steps are completed, the submitter will be able to proceed with sending the quote to the customer.