# Chargebee CPQ for Salesforce

## Overview

Chargebee CPQ brings advanced quoting capabilities to Salesforce, enabling sales teams to create quotes directly within Salesforce while leveraging Chargebee's [product catalog](https://chargebee.com/docs/billing/2.0/product-catalog/product-catalog) and pricing engine.

## Key Features

* **[Ramps](https://chargebee.com/docs/billing/2.0/subscriptions/ramps)**: Create quotes with ramped pricing structures over time.
* [**Multi-Frequency Billing**](https://chargebee.com/docs/billing/2.0/subscriptions/multi-frequency-billing), [**Multi-plans subscriptions**](https://chargebee.com/docs/billing/2.0/subscriptions/multi-plans-subscriptions): Combine multiple products with different billing frequencies in a single quote.
* **[Access Control for Field Permissions](https://chargebee.com/docs/billing/2.0/integrations/salesforce-integration-guide#access-control)**: Set permissions to control visibility and editing rights for quote fields.

## Unsupported Capabilities

Chargebee CPQ for Salesforce does not currently support the following capabilities:

* Coupons (Supported in 1.71+)
* Time-Based Discounting
* Chargebee Approvals
* Tier Overrides

> ℹ️ Note
>
> **1. When multiple Chargebee sites are connected**
> 
> When multiple Chargebee sites are connected to your Salesforce org, the quote operation will be executed against the Chargebee site that the **Salesforce Account** is mapped to.
> 
> **2. Quote creation creates a customer in Chargebee**
> 
> Chargebee CPQ requires all quotes to link to a Chargebee customer. If the linked Salesforce Account doesn't have a customer in Chargebee, Chargebee automatically creates one during quote creation.
> 
> **3. Create Quote quick action**
> 
> To use the new Chargebee CPQ quoting experience, add the **Create Quote** quick action to the page layout. Avoid using the standard **New Quote** button, as it triggers the legacy quoting flow.

## Read Next

---
* [Configuring Chargebee Salesforce CPQ](https://chargebee.com/docs/cpq/salesforce/configuration)
* [Generate Quote](https://chargebee.com/docs/cpq/salesforce/generate-quote)
  * [Create a Quote for New Business](https://chargebee.com/docs/cpq/salesforce/generate-quote/quote-for-new-business)
  * [Create a Quote for Subscription Amendment or Renewal](https://chargebee.com/docs/cpq/salesforce/generate-quote/amendment-renewal)
* [Submit Quote for approval](https://chargebee.com/docs/cpq/salesforce/submit-quote-for-approval)
* [Approving a Quote](https://chargebee.com/docs/cpq/salesforce/approve-a-quote)
* [Send Quote to Customer for acceptance](https://chargebee.com/docs/cpq/salesforce/send-quote-to-customer)
* [Convert a Quote into a Subscription](https://chargebee.com/docs/cpq/salesforce/convert-quote-to-subscription)
---