Creating the first approval rule for Chargebee CPQ Quotes

Chargebee CPQ approval workflows empower your organisation to systematically enforce pricing policies and discount controls. By configuring approval workflows, you ensure that all quotes adhere to predefined business rules before reaching your customers.

When your sales agents create a quote in your Chargebee Billing site for a new or existing customer, if the quote matches the approval workflow rules configured, the quote is automatically sent to a specific user(s) for approval. Only when the quote gets all the necessary approvals as per the configuration can the sales agent send it to the customer.

Setting up an approval process for Chargebee CPQ Quotes

To set up an approval for your quote, follow these steps:

1. Log in to your Chargebee Billing site.

2. Navigate to Settings > Configure Chargebee > Approvals > Approval rule for Quotes.

   

3. Click Create New Rule. If you have existing rules, click Add New Rule. Learn more about approval rules.

   

4. Enter the name of your new rule. For example, Discounts Above 25%, to control discounts offered by your sales representative.

   

5. Under Conditions, select your Quote Action Type that will trigger the approval process. Click Add Condition to add more conditions based on the following fields and respective options.

6. Add a Condition for which the Approval Process will be triggered. Fields available for conditions are:

   • Quotes
     • Total Contract Discount Percentage `
     • Total Contract Discount Amount
     • Quote Type
     • Contract Period
     • Ramp Applied
     • Currency
   • Billing
     • Total Invoice Discount Amount
     • Total Invoice Discount Percentage
     • Payment Terms
     • Invoice Billing Frequency
   • Items
     • Item Type
     • Family
     • Discount Amount
     • Discount Percentage
     • List Unit Price
     • Updated Line Item Price
     • Updated Tier Price
     • Item Billing Frequency
       

7. Scroll down to the Approver Section and configure the first approval stage. Once created, stages can be moved up or down.

   1. Enter the Stage name.
      
   2. Select the approvers who will be approving this stage.
      
   3. Set the Approver Type. Select from the following options:
      • All Approvers Must Approve: All assigned Approvers must approve the quote before it can be converted to a Subscription.
      • First responder can approve or reject: Only the first Approver who responds is required to approve or reject the submitted quote.
      • Just notify, no action needed: Approvers in the stage won't approve quotes, but will receive a notification with a link to the Chargebee quote.
        

8. Review the Rule Summary on the right-hand side for a quick overview of what has been configured.

9. Click Create. Review the Approval workflow on the confirmation screen.

10. Click Create Rule.

    

You have successfully created an Approval Rule for Quotes. You can add more rules as required.

Related articles

• Approvals overview
• Managing approvals