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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. Send Quote to Customer for Acceptance
  1. CPQ
  3. Chargebee CPQ for Salesforce
  4. Send Quote to Customer for Acceptance

Send Quote to a Customer

This document outlines the steps to send an approved Chargebee quote to a customer.

Submit a Quote to a Customer

  1. Navigate to the Chargebee quote that you want to send.

    Chargebee quote record in Salesforce

  2. On the quote record, click the Send Email button.

    Send Email button on the quote record

  3. A pre-populated email message appears. Review the message content and make any necessary edits before sending.

    Pre-populated email message for sending quote to customer

  4. After finalizing the message, click Send to deliver the quote to the customer.

Note

To use your own templates and include an acceptance link for the customer, refer to the Chargebee CPQ Template Customization Guide.

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