Submit a Quote for Approval
Learn how to submit a quote for approval using Chargebee CPQ integrated with Salesforce.
Prerequisites
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Ensure the Use Salesforce approval process for quotes setting is enabled. This setting prevents the Send Email function from being used unless the quote's Chargebee status is Approved.
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A Salesforce Approval Process must be configured and activated. Without an active approval process, the submission will fail.
Submit a Quote for Approval
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Follow the steps mentioned in Create a Quote for New Business.
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After you have completed creating a quote, click Submit for Approval.
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On the Submit for Approval screen, add relevant comments and click Submit.
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Use the Approval History list on the quote record to track the status.
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After the quote is approved, you can send it to the customer using the Send Email button.
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