Troubleshooting quote PDF not generating after updates in Salesforce

Problem statement

When a quote is created from Salesforce, the initial PDF is generated successfully. However, after updating the quote, the Generate Quote PDF action does not produce a new PDF. Merchants may expect versioning of PDFs, but no new file appears after changes are made.

Related scenarios

• The first quote PDF generates, but subsequent updates do not create a new PDF.

• Users expect multiple PDF versions for the same quote.

• Remote site settings or permissions may prevent successful PDF regeneration.

Solution

Salesforce does not create multiple PDF versions for Chargebee quotes. When a quote is updated and a new PDF is generated, the existing PDF is replaced, not versioned. This is the expected system behavior. If versioning is required, the PDF must be downloaded and stored externally.

If the Generate Quote PDF action does nothing, validate the remote site settings, Salesforce permissions, and package version to ensure the PDF regeneration works as expected.

Steps to verify quote PDF generation

1. Use the “Generate Quote PDF” action after every update

After making any update to a quote (for example, product changes or expiry date updates), manually trigger Generate Quote PDF again in Salesforce.

• This action replaces the existing PDF with the updated version.

2. Verify remote site settings

Chargebee uses an S3 endpoint to deliver quote and invoice PDFs. Salesforce requires a remote site setting named CB_S3fileaccess to allow access.

To verify:

1. In Salesforce, go to Setup.

2. Search Remote Site Settings in Quick Find.

3. Confirm that CB_S3fileaccess exists and the URL matches the Chargebee S3 URL shown in any error message.

4. If missing:

   • Create a new Remote Site Setting.

   • Use the remote site URL referenced in the error message.

   • Save and retry generating the PDF.

   

The Remote site URL can be picked up from the error messages highlighted below. Sample screenshot:

3. Confirm Salesforce package version

Ensure the Chargebee for Salesforce package is on a supported version. Older versions may not fully support PDF regeneration workflows.

4. Check user permissions

Confirm the Salesforce user has permissions to:

• View the Quote object

• Create attachments/files Missing permissions may prevent the PDF file 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.

  • Merchants needing version history must download and store earlier PDFs manually.

• This is current expected behavior.