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Product Updates

  • Release Notes

Getting Started

  • Overview
  • Chargebee Billing Data Centers
  • Object Relationship Model
  • Understanding Sites
  • Chargebee Tech Glossary
  • Articles and FAQ

Implementing Chargebee

  • Implementation Guide
  • Go-live Checklist
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AI in Chargebee

  • Chargebee Agents
  • Chargebee Copilot
  • Chargebee MCP Server (Model Context Protocol)

Developer Resources

  • Developer Resources Overview
  • Articles and FAQ

Product Catalog

  • Product Catalog Overview
  • Coupons
  • Articles and FAQ

Subscriptions

  • Working with Subscriptions
  • Billing
  • Orders
  • Articles and FAQ

Customers

  • Managing Customers
  • Account Hierarchy
  • Email Notifications
  • Branding
  • Configure Multiple Languages
  • Articles and FAQ

Entitlements

  • Entitlements Overview
  • Features Overview
  • Feature Management
  • Managing Product Entitlements
  • Subscription Entitlements
  • Customer Entitlements
  • Grandfathering Entitlements
  • Articles and FAQ

Usage Based Billing

  • Understanding Usages
  • Setting up Usage Based Billing
  • Usage Alerts
  • Metered Billing
  • Articles and FAQ

Chargebee CPQ

  • Chargebee CPQ
    • Chargebee CPQ Configuration
    • Generate Quote
    • Submit Quote for Approval
    • Send Quote to Customer for Acceptance
    • Convert a Quote to Subscription
  • Chargebee CPQ for Salesforce
  • Chargebee CPQ for HubSpot

Invoices, Credit Notes, and Quotes

  • Invoices
  • Credit Notes
  • Quotes [Legacy]
  • Transactions
  • Articles and FAQ

Taxes

  • Overview
  • Configuring Taxes
  • Country-specific Taxes
  • Articles and FAQ

Hosted Capabilities

  • Overview
  • Hosted Checkout
  • Hosted Self-Serve Portal
  • Hosted Pages Features
  • Additional Hosted Pages
  • Payment Components
  • Pricing Table
  • Managing Payments with Chargebee.js
  • Mobile-Optimized Hosted Pages
  • Articles and FAQ

Site Configuration

  • Users & Roles
  • Custom Fields & Metadata
  • Approvals
  • Mandatory Fields
  • File Attachments & Comments
  • Advanced Filter Options
  • Multicurrency Pricing
  • Multi-decimal Support
  • Configuring Reason Codes
  • Events and Webhooks
  • API Keys
  • Time Zone
  • Time Machine
  • Transfer Configurations
  • Articles and FAQ

Multi Business Entity

  • Multi Business Entity Overview
  • Customer Transfer Overview
  • Articles and FAQ

Mobile Subscriptions

  • Overview
  • Omnichannel Subscriptions
  • Omnichannel One-Time Orders
  • Mobile Subscriptions (Legacy)

Reports and Analytics

  • RevenueStory
  • Home Dashboard
  • Frequently Asked Questions
  • FAQs for Classic Reports Sunset
  • Articles and FAQ

Integrations

  • Sales
  • Customer Support and Success
  • Finance
  • Tax
  • Marketing
  • Stitch
  • Collaboration
  • Contract Management
  • Ecommerce Management
  • Articles and FAQ

Data Privacy & Security

  • Two Factor Authentication
  • SAML Single Sign-On
  • System for Cross-Domain Identity Management (SCIM)
  • EU-GDPR
  • Consent Management
  • Personal Data Management
  • Compliance Certificates
  • HIPAA Guidelines
  • PCI Recommendations and Integration Types
  • Articles and FAQ

Data Operations

  • Bulk Operations
  • Migration
  • Articles and FAQ
  1. Billing
  3. Chargebee CPQ
  5. Chargebee CPQ for Salesforce
  6. Send Quote to Customer for Acceptance
  1. Billing
  3. Chargebee CPQ
  5. Chargebee CPQ for Salesforce
  6. Send Quote to Customer for Acceptance

Send Quote to a Customer

This document outlines the steps to send an approved Chargebee quote to a customer.

Submit a Quote to a Customer

  1. Navigate to the Chargebee quote that you want to send.

    Chargebee quote record in Salesforce

  2. On the quote record, click the Send Email button.

    Send Email button on the quote record

  3. A pre-populated email message appears. Review the message content and make any necessary edits before sending.

    Pre-populated email message for sending quote to customer

  4. After finalizing the message, click Send to deliver the quote to the customer.

Note

To use your own templates and include an acceptance link for the customer, refer to the Chargebee CPQ Template Customization Guide.

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