Grow Your Subscription Business with a
Robust Quote to Cash Process

Don’t just throw out a number. Inspire confidence with Quotes that reflect your brand

Chargebee
Quotes
Configure Quotes for recurring subscriptions, add ons or one-time charges
Email quotes and provide pricing transparency to help move the deal along
Drive conversions by giving customers a secure link to accept the quote and pay
Complete control with the ability to integrate with popular CRM tools like Salesforce
Send Customized Quotes for Subscription Deals

Quotes that Drive Sales Actions

Quote documents manually produced on spreadsheets and word processors can be both time consuming and error-prone. Quickly respond to customers with the right pricing for the deal with details of subscription, duration, and price presented to them in a transparent manner. Does your customer ask for more time to accept? Go ahead and extend the expiration date without having to raise another quote.

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Convert Quotes to Cash

Closing the deal made easy

You’ve done the hard work, and now your customer is happy and it's time to convert pipeline to booked revenue. Make it seamless for your customers to accept your quote, create their subscription and generate an invoice by including a secure link to your checkout page in the quote email. Or if you prefer, send a quote PDF requesting acceptance over email, and manually create a subscription and invoice.

Learn more about checkout in Chargebee

Solve the Renewal Date Conundrum

Do you create invoices only to then cancel? Not only is it laborious, but it could also mean a raised eyebrow from your auditor. Send out Proforma invoices that give your customers an accurate view of what they will be buying, the validity of the offer and terms of the deal without having to actually raise an invoice. And when your customer is ready, convert the Proforma invoice to an actual invoice.

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Built for sales driven workflows

Closing a sale and creating a subscription is now seamless with Chargebee’s integration with Salesforce. Using Chargebee custom object, create a quote from directly inside Salesforce Opportunity. Send the quote for approval with the option to either accept an e-signature or lead prospects directly to your checkout with our secure Pay Now link and accept payment in 100+ currencies. Upon acceptance, a subscription is created within Chargebee and the opportunity is moved to closed-won. And it works with Salesforce standard approvals. Say hello to a seamless quote to cash process.

Learn More about the Salesforce Integration