Submit a Quote for Approval

Learn how to submit a quote for approval using Chargebee CPQ integrated with Salesforce.

Prerequisites

• Ensure the Use Salesforce approval process for quotes setting is enabled. This setting prevents the Send Email function from being used unless the quote's Chargebee status is Approved.

  

• A Salesforce Approval Process must be configured and activated. Without an active approval process, submission will fail.

  

Submit a Quote for Approval

1. Follow the steps mentioned in Create a Quote for New Business.

2. After you have completed creating a quote. Click Submit for Approval.

3. On the Submit for Approval screen, add relevant comments and click Submit.

   

4. Use the Approval History list on the quote record to track the status.

   

5. Once the quote is approved, you can send it to the customer using the Send Email button.