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  1. Billing
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  6. Salesforce
  1. Billing
  3. Integrations
  5. Articles and FAQ
  6. Salesforce

Why do updated quote PDFs in Salesforce replace previous versions?

Problem Statement

When a quote is created from Salesforce, the first PDF is generated successfully. After the quote is updated, running Generate Quote PDF again may not produce a visibly new file, or merchants may expect multiple PDF versions. In practice, Salesforce does not version Chargebee quote PDFs; each new PDF replaces the previous one.

Related Scenarios

  • The first quote PDF generates, but later updates do not create a separate new PDF file.
  • Need to keep multiple PDF versions for the same quote.
  • Remote site settings or permissions may block PDF regeneration.

Solution

Salesforce does not create multiple PDF versions for Chargebee quotes. When you update a quote and generate a new PDF, the existing PDF is replaced, not versioned. This is expected. To keep version history, download and store PDFs externally.

If Generate Quote PDF does nothing, check remote site settings, Salesforce permissions, and the Chargebee for Salesforce package version.

Steps to Set It Up

Use the "Generate Quote PDF" action after every update

After any change to a quote (for example, products or expiry date), trigger Generate Quote PDF again in Salesforce. The new PDF replaces the existing one.

Verify remote site settings

Chargebee uses an S3 endpoint for quote and invoice PDFs. Salesforce needs a remote site setting named CB_S3fileaccess.

  1. In Salesforce, go to Setup.
  2. In Quick Find, search for Remote Site Settings.
  3. Confirm CB_S3fileaccess exists and the URL matches the Chargebee S3 URL in any error message.
  4. If it is missing, create a new Remote Site Setting with the URL from the error message, then save and retry.
image

The remote site URL can be taken from the error message. Sample screenshot:

image

Confirm Salesforce package version

Use a supported version of the Chargebee for Salesforce package. Older versions may not fully support PDF regeneration.

Check user permissions

The Salesforce user must be able to view the Quote object and create attachments or files. Missing permissions can prevent the PDF from being updated on the quote record.

Additional Information

  • Salesforce does not support PDF versioning for Chargebee quote PDFs. Each new PDF replaces the previous one. For version history, download and store earlier PDFs manually.
  • This is current expected behavior.

Related Articles

'Sync Rule for Opportunities in Salesforce: Allow Chargebee to update the opportunity products in Salesforce with subscription''s products in Chargebee setting'
Salesforce- populate Customer.Billing_Address.Company
Business Entity is not showing up for selection in Chargebee Settings of Salesforce

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