Send Quote to a Customer

This doc outlines the steps to send an approved Chargebee Quote to a customer.

Submit a Quote to a Customer

Navigate to the Chargebee Quote that you want to send.
On the quote record, click the Send Email button.
A pre-populated email message will appear. Review the message content and make any necessary edits before sending.
Once the message is finalized, 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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