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Chargebee CPQ

  • Overview
  • Chargebee CPQ Configuration
    • Quote Form Builder
    • Approval Rules
  • Generate Quote
  • Submit Quote for Approval
  • Send Quote to Customer for Acceptance
  • Convert a Quote to Subscription

Chargebee CPQ for Salesforce

  • Overview
  • Configuration
  • Generate Quote
  • Submit Quote for Approval
  • Approve a Quote
  • Send Quote to Customer for Acceptance
  • Convert a Quote to Subscription

Chargebee CPQ for HubSpot

  • Overview
  • Configuration
  • Generate Quote
  • Submit Quote for Approval
  • Send Quote to Customer for Acceptance
  • Convert a Quote to Subscription
  1. CPQ
  3. Chargebee CPQ
  4. Chargebee CPQ Configuration
  1. CPQ
  3. Chargebee CPQ
  4. Chargebee CPQ Configuration

Chargebee CPQ Configuration

Important

  • For accounts created on or after October 31, 2025: Chargebee CPQ and Chargebee CPQ for HubSpot are enabled by default in your test site. To confirm navigate to Settings > Configure Chargebee as shown below. To enable this feature on your live site, contact Chargebee Sales.
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  • For accounts created before October 31, 2025: Contact Chargebee Support to enable CPQ or CPQ for HubSpot in your test site. To enable this feature on your live site, contact Chargebee Sales

Use the links below to explore how you can configure Chargebee CPQ to match your sales process:

  • Quote Form Builder: Design and customize quote forms to capture the right data.
  • Approval Workflows: Set up rules for internal quote approvals. This is optional and can be skipped if you don't require approvals.

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