How do I email a "Quote"?
Summary
Chargebee lets you send quotes to your customers. Quotes can be sent for a new subscription, existing subscription, or one-time charges. However, you have to do this manually using the send email button from the Quotes details page.
To email a "Quote" follow the steps below:
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Create the quote, if you don't already have one.
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Go to Dashboard > Quotes > Select the quote > Select Send Email from the action panel to the right.
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Now, preview the fields and click Send Email. (To know more about Format, click here.)
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Your customer now receives an email with an "Accept Quote" link.
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Clicking on the "Accept Quote" link leads the customer to a Checkout page, subscribing to which creates an invoice for the customer.
Notification Protocol for Extended Quote Expiry Dates
To extend the expiry date of the quote, navigate to the Quote and click on the “Extend Expiry Date” > Select the new expiry date > click Confirm.
Note
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