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:

1. Create the quote, if you don't already have one.

2. Go to Dashboard > Quotes > Select the quote > Select Send Email from the action panel to the right

3. Now, preview the fields and click Send Email. (To know more on Format, Click here__)

Preview & Send In-app view

4. Your customer now receives an email with an "Accept quote" link.

5. Clicking on the "Accept Quote hyperlink" leads the customer to a Checkout page, subscribing to which creates an Invoice for the customer.