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Chargebee CPQ

  • Overview
  • Chargebee CPQ Configuration
  • 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 for Salesforce
  4. Approve a Quote
  1. CPQ
  3. Chargebee CPQ for Salesforce
  4. Approve a Quote

Approve a Chargebee Quote Using Salesforce

This document provides steps for approvers to review and take action on Chargebee quotes submitted through Salesforce.

Approve a Quote Using Salesforce

  1. Receive Approval Notification: When a quote is submitted for approval, you receive a notification via one or more of the following channels:

    • Email Notification
      Email notification for quote approval request
    • Salesforce Notification (Desktop)
      Salesforce desktop notification for quote approval
    • Salesforce Mobile App

  2. Open the Quote Record: Take action on the quote using any of the following methods:

    • From the notification link, open the quote record directly.
    • Navigate to the Approval History related list on the quote.
    • Go to the Approval Requests page in Salesforce.

  3. Approve or Reject the Quote: On the approval screen, choose one of the following options:

    • Approve: Advances the quote to the next approval step.
    • Reject: Sends the quote back to the submitter. Rejection comments will be visible to the submitter.
      Quote approval screen with Approve and Reject options

  4. Complete the Approval Process: After all required approval steps are completed, the submitter can proceed with sending the quote to the customer.

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